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Brighter Futures Begin Here

We offer thoughtful wealth management designed to illuminate what’s around the corner — and beyond.

  • By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. By submitting this form and signing up for texts, you consent to receive appointment reminders, account notifications, and marketing text messages (e.g., promos, cart reminders) from Williams Financial Group at the number provided, including messages sent by autodialer. Consent is not a condition of purchase. Msg & data rates may apply. Msg frequency varies. Unsubscribe at any time by replying STOP or clicking the unsubscribe link (where available). Reply HELP for help. Privacy policy and Terms of Use.
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Complimentary Ebook:

Tax laws change every year — and this year is no different!

This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises. In this 12-page guide, you will find out:

  • How inflation could affect your tax bill

  • Why proactive planning can help give you financial confidence

  • How your financial professional can coordinate with a tax professional to help you create a tax-efficient strategy

Download your free retirement guide now and take the first step toward taking control of your financial future.

Fill out your information below to access the guide:

  • By submitting this form and signing up for texts, you consent to receive appointment reminders, account notifications, and marketing text messages (e.g., promos, cart reminders) from Williams Financial Group at the number provided, including messages sent by autodialer. Consent is not a condition of purchase. Msg & data rates may apply. Msg frequency varies. Unsubscribe at any time by replying STOP or clicking the unsubscribe link (where available). Reply HELP for help. Privacy policy and Terms of Use.
  • This field is for validation purposes and should be left unchanged.

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How We Help

Taking Your Wealth to the Next Level

At Prosperity Wealth Management, we provide services designed to address your financial needs while helping you pursue your goals. Services we offer our clients include:

  • Income Management

    Building and managing portfolios tailored to your needs, goals and preferences

  • Retirement Income Strategies

    Assisting in creating financial strategies to support your desired lifestyle in retirement

  • Tax-Efficient Strategies

    Helping balance growth and sustainability with approaches designed to manage tax obligations

  • Legacy Planning

    Collaborating to organize your financial affairs in ways that can reflect your values and priorities

  • Risk Management Strategies

    Developing strategies that address potential challenges and protect your financial position

  • Charitable Giving Planning

    Aligning giving strategies with your values and intentions

Who We Are

Building on the Foundation You’ve Set

Prosperity isn’t just about how you manage your finances — it’s about how you create a life of meaning and impact. Our goal is to help you take steps that lead to freedom today and a legacy tomorrow."

— Stacia Williams, Founder & Wealth Advisor

Stacia Williams

Stacia Williams
Founder & Wealth Advisor

As founder and wealth manager of Prosperity Wealth Management, Stacia Williams is passionate about guiding clients toward achieving financial freedom and creating meaningful legacies. With a deep focus on personalized wealth strategies, she works alongside clients to help align their financial resources with their aspirations, offering thoughtful planning for retirement, investments and legacy building.

Stacia brings a wealth of experience to her role at Prosperity Wealth Management, empowering individuals and families to approach life's financial turning points with confidence. Her insight has been featured in publications such as NerdWallet, Yahoo! Money, MSN Money and Kiplinger.com, where she authored “Why Women Need to Take a More Active Role in Their Financial Futures.” She is also co-author of the book “Faith, Family, Finance: Your Blueprint to a Successful Retirement.”

Stacia holds a life/health insurance license and has passed the Series 65 securities exam. As a proud member of the Greater Kansas City Chamber of Commerce, she continues to stay active in her community. Additionally, Stacia serves on the board of her parents’ ministry, Commissioned to Heal, working to provide essential resources to the homeless population.

When not working, Stacia enjoys spending time with her family, traveling to discover new experiences and exploring her love of trying new foods. Her mission at Prosperity Wealth Management is to help clients move beyond financial security to a place of enduring prosperity, both for themselves and those they care about most.

Ready to get started?

Prosperity Starts with a Conversation

Taking the first step doesn’t have to be intimidating. We designed the Financial Blueprint process to help provide clarity, confidence and direction from the outset of our journey together.

  • Discover

    Schedule a complimentary consultation to outline your goals, challenges and vision for the future.

  • Evaluate

    We’ll review your current financial landscape and discuss potential strategies tailored to your needs.

  • Plan

    Together, we’ll implement a strategy designed with purpose, adaptability and your unique aspirations in mind.

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Contact

Phone: 855.934.5522
Fax: 800.856.9322

Location

137 National Plaza
Suite 300
National Harbor, MD 20745

Insurance products are offered through the insurance business Williams Financial Group. Prosperity Wealth Management is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Williams Financial Group are not subject to Investment Adviser requirements. AEWM and Williams Financial Group are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 4230502 - 1/25

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