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Who is PWG?
We are a comprehensive financial planning firm committed to helping you focus on
your goals and improve your financial wellness. Whether you are trying to plan for simple objectives or solve for more complex challenges, our team of passionate professionals will utilize our collective experience to help you craft your personalized blueprint for working towards financial confidence.
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For us, investment management is personal. Your goals and objectives aren’t just a priority, they’re the foundation of everything we do. As financial professionals, we are unwavering in our commitment to acting in your best interest, providing you with clarity and confidence every step of the way. While no one can predict the market, our investment approach is grounded in thoughtful, long-term planning designed to align with individualized objectives.
Our Menu of Services
Financial Planning
Too often, financial journeys start with products rather than purpose. At Prosperity Wealth Group, we do things differently. We believe every financial journey begins with a well-thought-out plan tailored to your unique goals. That’s why we offer two distinct service models for financial planning, empowering you to choose the one that best aligns with your needs and aspirations. Let’s work together to map out your path to prosperity.
Investment Management
For us, investment management is personal. Your goals and objectives aren’t just a priority, they’re the foundation of everything we do. As financial professionals, we are unwavering in our commitment to acting in your best interest, providing you with clarity and confidence every step of the way. While no one can predict the market, our investment approach is grounded in thoughtful, long-term planning designed to align with individualized objectives.
Asset Protection Strategies
While many people focus intently on growing their wealth, they often overlook the critical task of protecting it. At Prosperity Wealth Group, we offer a comprehensive suite of asset protection solutions designed to safeguard you from the hidden risks in your financial plan. Insurance may not be the most exciting investment, but it can often be the most essential. We work with you to craft a protection strategy tailored to your needs, with the goal of keeping your financial foundation secure
your financial foundation remains secure.
Delvin joined Prudential Advisors in 2006 after a brief NFL career with the New York Giants. He founded Prosperity Wealth Group after several years in leadership with Prudential and currently serves as President and lead Financial Planner. Delvin is passionate about community empowerment through financial literacy and education and is a frequent speaker for a plethora of financial wellness events, conferences and webinars annually. He and his wife Ebony have 3 children and reside in the Highland Creek Community of North Charlotte.
Tristan is originally from Pinehurst, NC and joined Prudential Advisors after graduating from Appalachian State University with a BSBA in Finance and Banking and serving as a pitcher on the baseball team. During his senior year of college, he interned with Prudential Advisors which facilitated his decision to build a career helping people pursue their financial objectives. Tristan currently resides in Raleigh, NC and stays active in the community by coaching youth sports.
Latasha joined the Prosperity Wealth Group team in 2020 and brought with her over 18 years of experience in accounting and finance project leadership. She received a Bachelor's degree in Accounting from Clemson University and her MBA from Strayer University. Community involvement is core to Latasha as a proud member of Delta Sigma Theta Sorority, Inc. and servant leader at WORD Fellowship Church. Latasha and her husband Derrik live in Charlotte where they raise their 2 children. Outside of work, she enjoys traveling to new beaches, Pilates and curating experiences and events for family and friends.
Latasha joined the Prosperity Wealth Group team in 2020 and brought with her over 18 years of experience in accounting and finance project leadership. She received a Bachelor's degree in Accounting from Clemson University and her MBA from Strayer University. Community involvement is core to Latasha as a proud member of Delta Sigma Theta Sorority, Inc. and servant leader at WORD Fellowship Church. Latasha and her husband Derrik live in Charlotte where they raise their 2 children. Outside of work, she enjoys traveling to new beaches, Pilates and curating experiences and events for family and friends.
Ingrid was born in Bogotá, Colombia and moved to South Florida with her family when she was 10 years old. She quickly learned to write, read and speak English, and while doing so, she excelled academically. This earned her a full-ride scholarship to Florida Atlantic University where she earned a Bachelor's degree in Biological Sciences with a minor in Business Administration. Ingrid moved to Charlotte from South Florida in 2017 with her husband and high school sweetheart Corey. Together, they enjoy hiking and camping in the mountains with their son, Arthur.
Deeply rooted in her Latin heritage, Ingrid actively participates in the local Latin community. She regularly performs Samba shows at nonprofit Latin American events.
At Prosperity Wealth Group, we understand that the pursuit of financial stability and security can be a daunting task. That's why our team is dedicated to being the support system you need to make confident financial decisions. We believe that our success is tied to yours, and we're only invested in seeing our clients win. Our years of experience in the industry and passion for financial planning have allowed us to create a brand grounded in value, confidence, and peace.
Meet Your Team
Wealth of Knowledge
Stay informed with expert insights from Prosperity Wealth Group. Our articles and social media content provide practical knowledge on financial planning, investing, and insurance strategies for wealth protection.
Here at Prosperity Wealth Group, we proactively guide you towards achieving your financial goals and building a strong foundation for financial wellness. Whether you're planning for immediate objectives or tackling complex financial challenges, our seasoned team will leverage their collective knowledge to create a customized and effective strategy for your success.