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