Prosperity Capital Advisors
Where Boutique Service Meets Institutional Power
At Lifetime Advisors Group, we employ a non-traditional approach to managing your money: the personal attention of a boutique firm combined with the sophisticated capabilities typically reserved for ultra-high-net-worth family offices.
A Vision of Excellence
Gayle Jendzejec, ChFC CLU CASL CFS CTS RFC LUTCF, President, founded Lifetime Advisors Group with a clear vision: to provide truly comprehensive wealth management to individuals and families. And as a member of Prosperity Capital Advisors (PCA), she's uniquely positioned to deliver on this vision.
PCA is a Registered Investment Adviser (RIA) that provides investment advisory services through its network of Investment Adviser Representatives (IARs). While PCA serves as the RIA responsible for regulatory oversight and fiduciary compliance, IARs, like Gayle, work directly with clients to provide personalized financial advice and portfolio management, always acting in the client's best interest.
Investment Excellence
- Access to institutional-grade investments
- Custom portfolio construction
- Advanced tax optimization
- Alternative investments
- Private market opportunities
- Sophisticated risk management
Technology Platform
- Comprehensive planning software
- Advanced portfolio analytics
- Tax management tools
- Performance reporting
- Risk assessment capabilities
Research & Analysis
- Dedicated investment committee
- Market research team
- Economic analysis
- Due diligence
- Portfolio modeling
- Investment manager risk assessment
The Leadership Advantage
Gayle Jendzejec's Role
Regardless of your income or assets, Gayle’s goal is to manage your money efficiently, protect your family and your assets. Striving to make certain that your financial life is in sync with your values, while minimizing your taxes. Gayle works to ensure you have:
• Direct access to institutional resources
• Latest investment strategies
• Advanced planning capabilities
• Industry best practices
• Continuous innovation
Recognized by Financial Advisor Magazine (2022-2023)
FA's RIA survey is a ranking based on assets under management of independent RIA firms that file their own ADV with the SEC at year end. There is no application fee to participate. Third-party rankings and recognition from rating services or publications are no guarantee of investment success. These ratings should not be construed as an endorsement of PCA or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the firm. Unless otherwise noted no fee was paid for consideration of any ranking or award. August 2023.
Named among top 500 RIAs by USA Today (2023)
Prosperity Capital Advisors (Prosperity), a planning-first, SEC-Registered Investment Adviser (RIA), is proud to announce it has once again been recognized in Financial Advisor Magazine’s annual RIA list. Prosperity’s inclusion in the industry list marks the 6th time it has achieved a ranking.
These 500 'Best Financial Advisory Firms' in 2023 were selected by USA Today and Statista from a pool of more than 32,000 RIAs. To solicit consumer feedback and firm recommendations, an independent survey was sent to more than 20,000 individuals. Statistical data was aggregated from publicly available sources and used to assess short- and long-term growth in assets under management. No fee was paid for this award. Third-party rankings and recognition from rating services or publications are no guarantee of investment success. These ratings should not be construed as an endorsement of PCA or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the firm. Unless otherwise noted no fee was paid for consideration of any ranking or award. June 2023.
Ranked One of the 50 Fastest Growing RIAs in the United States for 2024 by Financial Advisor Magazine
Ranking at #31, Prosperity Capital Advisors (Prosperity), a planning-first, SEC-Registered Investment Adviser (RIA), proudly announces its recognition as one of the 50 Fastest Growing RIAs in the United States for 2024 by Financial Advisor Magazine, ranking at #31.
Financial Advisor Magazine's annual list of the 50 Fastest Growing RIAs is determined by comparing firms’ year-end assets under management (AUM) to the previous year’s AUM, based on data provided in surveys completed by the practices. The list includes firms with AUM exceeding $500 million. These ratings should not be construed as an endorsement of PCA or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the firm. Unless otherwise noted no fee was paid for consideration of any ranking or award. July 2024
Why This Matters
For successful individuals and businesses, this partnership means:
- Sophisticated solutions
- User-friendly investment access
- Advanced tax strategies
- Coordinated expertise
- Personal attention
Experience the Difference
Schedule a conversation to explore how our non-traditional combination of boutique service and institutional capabilities can benefit you:
- Access sophisticated strategies
- Work to optimize your wealth
- Strategies to reduce your taxes
- Help protect your legacy
- Simplify your financial life