ProsperiFi LLC

ProsperiFi LLC is a wealth management firm in Des Plaines, IL. The firm specializes in family business succession, founder exit planning, and tax-efficient wealth strategies for entrepreneurs and ultra-high-net-worth families. ProsperiFi provides personalized financial planning and investment management guided by Certified Financial Planner® professionals. The business holds a 5.00 rating based on customer reviews.

Kris Garlewicz serves as the Founder and President, bringing over two decades of experience in holistic financial planning. He holds the Certified Financial Planner® (CFP®) and Chartered Retirement Plan Specialist® (CRPS®) designations, having earned a Bachelor of Science in Finance and Economics from the University of Illinois and completed advanced studies at Northwestern University. ProsperiFi focuses on transforming complex financial landscapes into clear strategies that protect and grow generational wealth, serving as a financial partner for family-owned businesses.

The firm employs a structured, collaborative planning process that begins with listening to clients to define their specific financial goals. ProsperiFi advisors create tailored strategies based on extensive research rather than market trends, aiming to reduce complexity, costs, and tax obligations. The approach emphasizes long-term investment strategies and diverse portfolios to manage risk, with ongoing portfolio and account reviews to respond to market shifts and changes in personal circumstances.

ProsperiFi is known for its positive rating from the customers who have reviewed it, reflecting the firm’s commitment to client success and transparent service. The business stands out for its specialized focus on the unique needs of family business owners and entrepreneurs, offering platinum-level service and a dedicated advisory relationship.

ProsperiFi LLC provides specialized wealth management and succession planning to family business owners in Des Plaines, IL, combining deep industry experience with a client-first advisory approach.

BizScoreAI awards ProsperiFi LLC a Schema and Structure score of 100 out of 100, which ensures that AI assistants and search engines clearly understand the business and its offerings. The firm achieves a Technical score of 76 out of 100.