THE FIRM
Every family gets a bodyguard. And a shield wall behind him.
ProsperiFi was built on one idea: families with real wealth don't need another product salesman — they need a consigliere. One professional whose only side is theirs, backed by a named team and machine-scale systems. That's the Financial Bodyguard™ role, and it's the firm's entire design.
The Consigliere.
Kris Garlewicz, CFP®, CRPS® — Founder, President & Chief Compliance Officer
Two decades across the table
Kris has spent his career as the one call founders and family business owners make before every big decision. The consigliere seat came first; the Financial Bodyguard™ identity grew out of it — because the families he serves don't need a vendor, they need a guard.
Builder, not inheritor
He built ProsperiFi from a small practice into the AI-native firm on this site — fee-only and privately held, with no outside money and no distribution conflicts to explain away.
In the arena
CERTIFIED FINANCIAL PLANNER and Chartered Retirement Plans Specialist; member of the Forbes Business Council and Genius Network; author of Family Business Fortune; voice of the Rogue Wealth podcast.
The Shields.
Every client family is surrounded on every flank — a dedicated specialist seat, not a department.
The Client Shield
Your first call and your fiercest advocate inside the firm: service, onboarding, and the standing promise that nothing about your file goes unwatched.
The Investment Shield
CFA-charterholder-led portfolio discipline: research, risk, trading, and the documented reasoning behind every position the firm holds.
The Strategic Shield
The long game: planning architecture, coordination across your outside professionals, and the follow-through that turns decisions into done.
Meet the firm the industry said was years away.
One conversation and you'll know whether we're your kind of firm. We'll know too — we only take families we'd fight for.