Prowealth Llc

Financial guidance that’s right for the times. At ProWealth, we help high-income families, business owners, physicians, athletes, and executives simplify their financial lives and plan with confidence. Our mission is to reduce financial stress and build efficient paths to financial freedom. We provide comprehensive financial planning, including: Retirement income & lifetime strategies Tax-efficient planning Estate & wealth transfer strategies Business succession planning Risk, credit & debt management Education & long-term care planning Our Team Nick Silva, CFP®, ChFC®, CLTC — Focuses on tax mitigation strategy, wealth management, business and estate planning for high income and high new worth clientele. Over 16 years of experience, featured in Forbes, The Wall Street Journal, Fortune, and Boston Magazine. Recognized as a Five Star Wealth Manager (2017–2025) and approved by the NFLPA’s Financial Advisor Program. Author of My Two Cents personal finance commentary. Paul Habib CFP®, CLU®, ChFC®, CLTC, RICP®— Provides personalized guidance on retirement, wealth building and protection. Featured in Forbes, The Wall Street Journal, and Fortune. Recognized as a Five Star Wealth Manager (2017–2024). Why ProWealth? Recognized among Boston’s top-rated wealth managers, we pride ourselves on fiduciary duty, independent advice, and exceptional client service. Our team combines experience, empathy, and innovation to help clients live better today and plan confidently for tomorrow. Waltham, MA | |(857) 334-2575 We do not provide tax, legal, or accounting advice. ProWealth LLC is not owned or operated by New York Life Insurance Company or its affiliates. Securities offered through NYLIFE Securities LLC (Member FINRA/SIPC). Advisory services offered through Eagle Strategies LLC, a Registered Investment Adviser. Both are New York Life Companies.