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Financial vision We help you develop a financial vision of the future

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Guidance Guiding you through life’s stages such as wealth accumulation, saving for college, business succession, and retirement planning

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Custom Solutions We offer custom, not an off-the-shelf, solutions

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Knowledge Delivering knowledge in our subject matter and depth of resources

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For nearly two decades, SS&G Wealth Management has been providing financial advice and solutions to individuals, families and business organizations. Our experienced team delivers a full suite of products and services to meet each client’s unique needs and goals, from corporate retirement services to individual financial plans. We are focused on providing clients with customized investments and comprehensive financial planning solutions including retirement, education funding, and insurance. To provide the best choice and recommendations for our clients, we are an independent financial advisory firm and we offer both fee-based and brokerage services. Regardless of how you choose to work with us, we are fully committed to the fiduciary standard.

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SS&G Wealth Management is partnered with Prosperity Advisory Group, a nationally-recognized financial advisory firm. The combined SS&G and Prosperity team deliver highly-credentialed expertise in areas of investment research and management, complex financial planning, small business planning, cyber-security, retirement plan solutions, estate, tax and risk management. Using a team approach, we provide a depth of resources and niche expertise that is both unique and extremely valuable to our clients.

More about Prosperity

Our Team

Financial Advisor / Partner

Joseph “Joe” Pelle, AIF®, QKA, CWA, has more than 20 years of retirement plan and wealth management experience. He was r...

Financial Advisor / Partner

Marc Servodio, CFP®, is a Financial Advisor with SS&G Wealth Management and has worked closely with SS&G Wealth Manageme...

Senior Client Relationship Manager

Patricia “Pattie” Valentic, FPQP™, AIF®, MBA, is a Financial Advisor with SS&G Wealth Management and specializes in corp...

Client Relationship Manager

Amber is responsible for generating client reports and performing various account maintenance and service functions. She...

CEO, Prosperity Advisors
Paul founded Prosperity Advisory Group in 1989 and has worked in the securities industry since 1980. He has confidently...
COO, Prosperity Advisors

Glenda Christopherson is the Chief Operating Officer for Prosperity Advisory Group and Prosperity Network of Advisors. H...

Director of Investment Management, Prosperity Advisors

Brent serves as Director of Investment Management.  He has been in the investment industry since 2004, working as a trad...

Director of Business Administration, Prosperity Advisors

Sally serves in the critical role of running human resources, facilities, bookkeeping and the many behind-the-scenes tas...

Director of Information Technology, Prosperity Advisors

As Director of Information Technology, Scott makes sure that all of our technology is operating and up-to-date, and work...