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Alex Witt, CFA
Alex Witt, CFA
Prosperian Wealth Management Financial Advisor
https://www.prosperianwealth.com/ (937) 714-7649

A graduate of The Ohio State University with a degree in Accounting, Alex has spent his entire professional career in the financial services industry. The first 4 years of his career were in investment research covering Consumer stocks at Capital Group, Evercore ISI, and RBC Capital Markets in New York. After being introduced to Prosperian as a client, Alex joined the team in July of 2021 because of a desire to work in a role where he could make a more direct impact on the personal, professional, and financial lives of young professionals and families.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Prosperian Wealth Management, LLC is not an affiliate or subsidiary of PAS or Guardian. Prosperian Wealth Management, LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. AR Insurance License Number - 19960171, CA Insurance License Number - 4157156.

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the road to

FINANCIAL WELLNESS

- ACHIEVING FINANCIAL WELLNESS - 

To achieve financial wellness you must first understand financial literacy.

Financial literacy refers to the ability to understand and apply different financial skills effectively. Being smart about money is more important than ever. As life expectancy increases, we need to make sure our finances can last during these exciting years in our lives. Where should I buy my morning coffee? How should I invest for retirement? How financially literate are you? 

No matter your stage in life, financial wellness can help create the life you desire. The following articles may help you achieve financial wellness. 

- FINANCIAL WELLNESS AT ANY AGE - 



Make investing part of your overall strategy.

Being smart about money is more important than ever. As life expectancy increases, we need to make sure our finances can last during these exciting years in our lives. 

Learn more about increasing your financial wellness

- INFLATION - 

- MARKET VOLATILITY - 



The market can be unpredictable - up one day and down the next. Prepare for volatility today

7 ways to prepare for volatility in the market

Are you prepared to handle market volatility

How to help protect against market volatility

Data and rates used were indicative of market conditions as of the date shown. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. This material is intended for general public use and is for educational purposes only. By providing this content, Park Avenue Securities LLC is not undertaking to provide any recommendations or investment advice regarding any specific account type, service, investment strategy or product to any specific individual or situation, or to otherwise act in any fiduciary or other capacity. Please contact a financial professional for guidance and information that is specific to your individual situation. Indices are unmanaged and one cannot invest directly in an index. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. Past performance is not a guarantee of future results.

Park Avenue Securities LLC (PAS) is a wholly owned subsidiary of The Guardian Life Insurance Company of America (Guardian). PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 2023-163040 (Exp. 10/25)

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