

Our Mission Statement
Our Story and Services
We believe successful wealth management requires anticipation, adaptability, and a commitment to legacy. In an ever-changing world, we proactively identify risks and opportunities to ensure that our clients’ financial plans evolve with their needs. Our relationships are built on trust, transparency, and long-term collaboration, empowering clients with the knowledge and tools to make informed decisions while providing the care and expertise to help execute their vision. The Prospection Wealth Management Team is more than just a group of advisors—we are trusted partners dedicated to helping you navigate wealth with confidence and purpose.
Our Process
At the Prospection Wealth Management Group, we are dedicated to building deep and long-lasting client relationships based on trust and integrity. We are committed to providing you with a "one-stop shop" for all of your financial needs. Our differentiated process allows us to develop a comprehensive, customized solution for your family.
We begin with an informal discussion to understand your financial concerns and determine how we can add value. If we all agree to move forward, we'll schedule our next meeting and request important financial information.
We continue the dialogue by fostering an in-depth conversation where we can learn about the values that shape your decisions and identify any unique circumstances. We also review the documents you've prepared and define your priorities.
Here, we utilize proprietary financial planning tools to develop a personalized and detailed plan with recommendations to help you grow and preserve your wealth.
In this step, we present appropriate strategies that are designed to work together to achieve your goals. Upon your approval, we initiate the investment recommendations and begin to implement the additional strategies we've discussed. These often encompass risk management and estate planning.
Reviewing and managing you discretionary accounts in accordance with changing market conditions as well as your needs to make sure our strategy is in line with your risk tolerance.
Committed to premium service, we focus on developing a relationship that provides special value to you and your family. As we begin to execute each strategy, we'll set up tools so you have immediate access to your account information. And because markets and personal needs evolve over time, we set up ongoing meetings to ensure your plan remains on schedule to achieve your goals.
Location
Meet The Prospection Wealth Management Team
About Carole R Epstein
NMLS#: 1279248
About Michael B. Kislin
NMLS#: 2551771
About Annette Serniak

Contact Carole R Epstein

Contact Michael B. Kislin
Hear from Our Clients
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
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Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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