We focus on building a strong, integrated foundation that tackles the root of your financial complexities.
Rather than offering a patchwork of solutions that fail to move the needle, we craft a comprehensive strategy that aligns with your core values and long-term aspirations.
Our approach empowers you to streamline your finances, enhance your overall financial well-being, and achieve sustainable long-term growth.
We understand your unique challenges.
Whether you're a high-performing professional seeking to simplify your finances and plan for the future, a founder looking to protect your business and build a lasting legacy, or someone navigating the complexities of sudden wealth, we're here to provide personalized guidance and support every step of the way.
We go beyond traditional financial planning to create a holistic strategy that integrates your personal values, financial goals, and aspirations for the future.
We believe in building long-term relationships based on trust, transparency, and open communication.
Our approach is different.
Meet Rolf Issler,
Founder & Personal CFO
Hi, I'm Rolf Issler, your Personal CFO and founder of ProsperWise Advisors.
I know what it's like to juggle the demands of a successful career or business while trying to make a real difference in the world. And I also know how overwhelming it can be to plan for the future on top of everything else.
That's why I founded ProsperWise Advisors. For over 20 years, I've been helping high-performing professionals and business owners just like you unlock their prosperity and elevate their impact. I'm passionate about empowering my clients to achieve financial freedom and create a lasting legacy that aligns with their values.
My strategic planning background (BMgt, University of British Columbia) and Chartered Life Underwriter (CLU) designation give me the expertise to craft comprehensive financial plans that include advanced estate planning and wealth transfer strategies.
This ensures your loved ones are protected and your legacy maximized. I'll help you structure your assets to minimize taxes and create a lasting legacy that reflects your values.
Our Guiding Principles
Client Focus
Your needs and aspirations are at the heart of everything we do. We take the time to understand your unique circumstances and tailor our advice accordingly.
Integrity
We adhere to the highest ethical standards and always act in your best interests.
Expertise
Our team possesses a deep understanding of financial planning, investment management, tax strategies, and estate planning.
Transparency
We believe in open and honest communication. We clearly explain our services, fees, and any potential conflicts of interest.
Collaboration
We work closely with you, fostering a true partnership to achieve your financial goals. We also collaborate with other professionals, such as accountants and lawyers, to provide comprehensive support.