Important Disclosures and Terms of Use
Fee based financial and investment advisory services offered by Prosper WealthSolutions, LLC.

The purpose of this website is to provide general information to the public and provide for anefficient method in which a prospective client may contact Prosper Wealth Solutions, LLC (“PWS”). This website does not constitute a complete description of PWS’s services and PWSdoes not render or offer to render personalized investment or financial advice through this medium. Nothing in this website should be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized advice from PWS nor is the content to be relied upon in making a financial, investment, or other decision. Accordingly, the content in any statement, story, newsletter, blog, video, podcast, referenced story, or hyperlink posted herein should not be construed by any consumer as individualized financial, investment, tax,or legal advice. Nothing on this website should be interpreted to state or imply that historicalfinancial or investment results are an indication of future performance. Information contained herein does not constitute a distribution of or a solicitation to engage in securities transactions.

PWS is a Registered Investment Adviser registered with and regulated by the United States Securities and Exchange Commission. PWS is limited to providing advisory services to the residents of Utah and the multiple other states where PWS is notice filed or is exempt from notice filing.  Most but not all states permit an investment adviser to have a minimum number of clients before notice filing is required, providing the adviser has no physical presence in the non-resident state.

By providing PWS with your mailing address, telephone number and/or email address, you agree that PWS may contact you by any of these means in connection with your use of this website, to discuss the services available or as directed by you until you withdraw your permission by contacting PWS directly. PWS takes privacy issues seriously and securely protects the nonpublic and confidential information we collect from you. PWS will not sell your nonpublic and confidential information. If you have subscribed to a newsletter or other e-communication, you may unsubscribe at any time by contacting PWS via email or phone (as listed in our contact information).

Some of the material on PWS’s website may be password protected and access to these areas is restricted to authorized users only. The user of password-protected areas is responsible for any use of the password and for maintaining the confidentiality of the password.

The website is controlled and operated by PWS from its offices within the United States of America. PWS makes no representation that materials on the site are appropriate or available for use in other locations. The information provided on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject PWS and/orits personnel to any registration requirement within such jurisdiction.

No general advice or information, whether oral or written, obtained by you from PWS or through this website shall create any warranty not expressly made herein. PWS’s investmentmanagement, financial planning services and other services can only be provided after delivery of PWS’s disclosure statement (via its Form ADV 2 and CRS Brochures) and after a client executes the applicable PWS Client Agreement. A copy of PWS’s current Form ADV 2 and CRS Brochures, which discuss PWS’s business operations, services, business affiliations and fees, is available from PWS upon request or is available through the United States Securities and Exchange Commission’s (“SEC”) Adviser Search website at https://www.adviserinfo.sec.gov/

THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE. While PWS has used its best efforts to obtain the most accurate and reliable information available for this website, PWS makes no representation that the information or opinions contained on the PWS website are accurate, timely, reliable, or complete, thus no liability is accepted for any errors or omissions in such information, though if notified of any we will endeavor to rectify such. The information and opinions contained on the PWS website are provided by PWS for personal and informational purposes only and are subject to change without notice. Opinions expressed herein are solely those of PWS and their respective associates. This site is provided on an “as is” basis. PWS does not warrant or guarantee uninterrupted access to this site. All services, financial calculators or other tools referred to on this website are subject to change without notice. PWS and its information providers shall not be responsible for any loss or damage caused, or alleged to have been caused, directly or indirectly, by the information or ideas contained, suggested, or referenced in this website.

PWS reserves the right, and at its sole discretion to change, modify, add, or remove any portion of these terms in whole or in part, at any time. Changes to the terms will be effective when notice of such changes is posted. Continued use of the website will constitute your acceptance of any updated terms. PWS expressly disclaims all warranties of any kind, express or implied, including without limitation any warranty of merchantability, fitness for a particular purpose or non-infringement. You expressly agree that use of this website is at your sole risk. You understand and agree that any material and/or data downloaded or otherwise obtained through the use of this website is at your own discretion and risk and that you will be solely responsible for any damage to your computer system or loss of data that results from the download of such material and/or data.

This website may contain links to other sites. If you click on a link within a page on the PWS website or in an email, you understand that you will be connected to a website that is not affiliated with PWS and therefore we cannot be responsible for the site’s content. Any links to other sites are not intended as referrals or endorsements but are merely provided to the users of the PWS website for convenience and informational purposes. Although utmost care is exercised in providing links to sites that share our high standards, PWS shall not be responsible for the content, security, availability, and privacy practices used by such linked sites. The linked pages are provided for the convenience of our web site users only and do not constitute an approval of their services or practices. By providing links to other sites, PWS does not guarantee, approve, or endorse the information or product(s) available at those sites, nor does a link indicate any association between the linked site and the operator of this website. PWS does not make any representations about third party websites, or any material found there, or any results that may be obtained from using them. PWS does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party incorporated herein and takes no responsibility, therefore.If you access any third-party websites linked herein, you do so entirely at your own risk. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Links from other web sites to the PWS home page requires permission from PWS. Deep linking into any other page of our site should not be completed without prior permission from PWS.

You may download or print out a hard copy of individual pages and/or sections of the PWS website and files made available for download, provided that you do not remove any logos or other proprietary notices. Any downloading or otherwise copying from the PWS website will not transfer title to any software or material to you. You may not reproduce (in whole or in part), transmit (by electronic means or otherwise), modify, link into, or use for a public or commercial purpose the PWS website without prior written permission of an authorized officer of PWS.

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The Terms of Use and all other clauses of this web site shall be governed by and construed in accordance with United States (“US”) Law. US courts shall have exclusive jurisdiction to resolve any dispute arising from communications and transactions arising from the use of this web site.Thank you for visiting.

Hi my name is Alison Bartholomew. I am born and raised in Orem, Utah and am a graduate from Utah Valley University.

I’m an avid runner! My favorite distance is the marathon and I run competitively on the Runners Corner racing team. I love to be in the outdoors whether it’s a trail run, hiking or camping with the family. I married my high school sweetheart and we live in Utah county with our four beautiful children.

I love finance and I love helping people accomplish their financial dreams. I’m excited to be part of the Prosper Team and to get to know our amazing clients better!

My name is Emma Dickey and I am the Director of Client Relations and Marketing for My Prosper Team.

I am originally from Heber Arizona and have been living in Utah for the past three years while completing my bachelor’s degree at Brigham Young University.

I come from a big family with 4 sisters and 2 brothers and 17 nieces and nephews whom I all love very much. I also have an amazing husband and we hope to start our own family sometime in the near future.

I love to do anything active and outdoors such as playing volleyball, tennis, pickleball, hiking, biking, and anything else to get out and move. I even played collegiate volleyball for a few years. I love listening to music and a take any chance I can to catch a good concert.

I love being a part of My Prosper Team— a team that tries to do anything and everything to help each client feel appreciated and cared for. My goal is to make sure that the best relationships are fostered between My Prosper Team and each client to help them realize that there is no better team to be a part of!

My name is Carter Lane, director of marketing at My Prosper Team. I’ve been in the financial space for over 15 years and enjoy understanding how markets change and adapt.

The best part of my job is helping the advisors excel with the right tools and business platforms. I work to ensure that the advisors offer our clients up to date information, services and communications regarding their accounts and investments.

In my free time I’ve created a Non-profit organization called H.E.L.P which focuses on helping underprivileged teenagers that are homeless and in and out of foster care.I live in South Jordan, UT with my wife and 4 children. I love living in Utah, and I love the outdoors. My mantra is enjoy the journey. 

I am KatieLynn Smith, Director of Life Insurance with My Prosper Team.

I have been in the financial industry for just over 7 years, I feel very blessed to have found my passion early on in life. I specialize in retirement planning, asset protection, and insurance strategies. Above all, I’m committed to creating life-long, trusted relationships with the people I serve.

While watching my mother encounter many obstacles upon retiring, I discovered a great need for financial education. Seeing her sort through one retirement question after another, I began delving into finance to find answers of my own, and ultimately shifted my career into the financial industry. As a financial professional, my mission is to be an advocate for my clients. I offer clarity and comfort around retirement, equipping clients with education and tools for navigating a solid financial course. I’m passionate about helping people follow their dreams through financial education and personalized guidance.

I’ve also been fulfilling personal dreams of my own, including my recent marriage to my husband, Mike, in Costa Rica, surrounded by 50 of my closest family and friends. When I’m not serving clients, you may find me traveling the world or enjoying the great outdoors. I love hiking, biking, boating, rafting, and playing with my two cute dogs.

I'm Ryan Robertson, owner and senior advisor with Prosper Wealth Solutions. I love finance, the markets and am a bit of what you would call a geek. This is my passion!

I have both a bachelors and master of finance from the university of Utah and I've spent almost 20 years dedicating my life to helping families, individuals and businesses make the right financial decisions for their future. Stock, bond, realestate, options, self-directed iras, solo 201K... you name it. I use it and understand it.

With My Prosper Team I've built a company that focuses on allowing my friends and clients every opportunity to invest where, how and the way they want. My team and I can tailor a strategy that works with your goals to accomplish what is most important to you.

More self-directed
Investing Freedom
Quick & Easy
self-directed account setup!
Self-directed accounts at the
Lowest Costs
SCHEDULE YOUR FREE CONSULTATION
or Call 801-889-1343

Take control of your future with self-directed IRA and 401K solutions.

Get used to hearing “Yes” with your retirement investment options.

Are you tired of financial experts telling you "NO"? Do you want to take control and invest your hard-earned retirement money the way you want? With Prosper Self-directed, you can.

Our team provides unmatched solutions and consulting in the self-directed investment world. We offer the broadest array of self-directed retirement options at a fraction of the cost of other providers.

New to self-directed retirement accounts?

What exactly is a self-directed retirement account? It's a powerful tool that opens up a world of investment opportunities beyond just stocks and bonds. You can purchase physical real estate, precious metals, cryptocurrencies, and more.

Physical Real Estate
Precious Metals
Cryptocurrencies
Invest in Business
Lend in Financial Transactions
Buy Tax Leins

Our team provides popular self-directed account types such as Traditional IRA, ROTH IRA, Traditional 401K, ROTH 401K, SIMPLE, and SEP IRA.

Unmatched personalization to fit your investment goals.

At Prosper Self-directed, we provide tailored support for our investors, whether you're new to self-directed investing or an experienced investor. Our team will understand your investment goals, consult with you on your options, and provide a custom-fit portfolio to meet your needs.

Get a FREE Overview of our Services
Unmatched speed & lowest prices.

Unlike most of the other services out there that take weeks or months to set up, your self-directed account could be up and running in just a couple of days. We take pride in offering the highest quality services at some of the industry’s lowest prices–many of the accounts having no custodial costs.

Ready to Get Started?
Meet
Ty Hansen, MSF
Founder, Senior IRA/401K Specialist
Meet
Ryan Robertson
Owner, Senior Senior IRA/401K Specialist

Prosper Self-directed provides a quick and simple path to get started. We break down the complex world of self-directed investing into a few simple steps, making it easy for you to understand. With Prosper Self-directed, you won't find a greater value anywhere in the business.So why wait? Start self-directing your retirement money the way you want, today!

Schedule FREE Consultationor Call 801-889-1343
Frequently Asked Questions
What is a self-directed IRA and why does it need a special custodian?
A self-directed IRA is a unique type of retirement account that gives investors more control over their investment choices. Unlike traditional IRAs, which are typically limited to stocks, bonds, and mutual funds, self-directed IRAs allow investors to invest in a wider range of assets and alternative investments, including real estate, private businesses, and precious metals.

However, this added flexibility comes with additional responsibilities. In order to maintain the tax-deferred status of their self-directed IRA, investors must follow all of the rules and regulations set forth by the Internal Revenue Service (IRS). One of these regulations is the requirement for a special custodian – a self directed IRA custodian - to hold and manage the assets in a self-directed IRA.
Why is a special custodian needed for a self-directed IRA?
The IRS requires a special custodian for self-directed IRAs to ensure that the assets in the account are managed in accordance with all of the rules and regulations governing IRAs. This includes ensuring that the assets are not used for any prohibited transactions, such as using the assets for personal benefit or using them to invest in a disqualified person, such as a family member or business partner.

A special custodian is also responsible for keeping accurate records of all transactions made within the self-directed IRA, as well as preparing and filing all necessary tax forms and reporting. This helps to ensure that the tax-deferred status of the IRA is not compromised and that investors are able to enjoy the full benefits of their investment.

With Prosper Self-directed, you can get both a financial advisor and custodian to help provide the investment advice you're looking for. Whether you're looking to use your IRA for real estate investments, precious metals, cryptocurrency, or other alternative investments, our team has the expertise to help you reach your goals.
What should I look for in a special custodian for a self-directed IRA?
When choosing a special custodian for your self-directed IRA account, it is important to look for a company that has a solid reputation and experience in handling self-directed IRAs. You should also look for a custodian that offers a wide range of investment options, so that you can diversify your portfolio and potentially reduce your risk.

It is also important to consider the fees and charges associated with the custodian. Some custodians charge high fees for their services, which can eat into your investment returns over time. It is important to choose a custodian that offers competitive pricing and a transparent fee structure.

Let's Get Started

A self-directed IRA can be a powerful tool for investors who want more control over their retirement funds. However, it is important to choose self directed ira custodians that can help you navigate the rules and regulations governing self-directed IRAs and ensure that your investments and alternative assets are managed in accordance with all of the IRS requirements. By doing so, you can potentially maximize your investment returns and enjoy a comfortable retirement.

Prosper Self-directed is a leading provider of self-directed IRA solutions for investors looking for more control over their retirement investments. Our self-directed IRA option meets the requirements set forth by the Financial Industry Regulatory Authority (FINRA), ensuring that our clients' investments are managed in compliance with all industry regulations.

Prosper Self-directed's commitment to meeting FINRA requirements helps to ensure that our clients' assets are protected and that their investment portfolios are managed in accordance with the highest industry standards. With Prosper Self-directed's expert guidance and support, clients can rest assured that their self-directed IRA is in good hands and that their investments are well-positioned for success.Take control of your future with My Prosper Today. Schedule your FREE consultation today!

SCHEDULE YOUR CONSULTATION
or Call 801-889-1343