About Us - Pbp Wealth

Our Story

A Legacy of Expertise and Trust

Prosperity Bridge Partners is a team of seasoned professionals specializing in the Financial Services industry, encompassing Mutual Funds, Banking, and Wealth Management.

The firm provides a wide range of services, including Financial Products, Retirement and Financial Planning, Lending and Mortgage Solutions, Succession Planning, as well as Life and Health Insurance Policies. Our clientele includes Ultra High Net Worth Individuals, Family Offices, Corporate Treasuries, Trusts, Business Promoters, and Professionals.

Our Mission

Guiding You Towards Financial Prosperity

At Prosperity Bridge Partners (PBP) Wealth, our mission is to provide exceptional financial guidance that fosters growth, security, and peace of mind for our clients.

We aim to help individuals and businesses achieve their financial goals through tailored solutions and expert advice.

Meet Our Team

Meet our expert team dedicated to guiding you toward financial success with trust and excellence.

Sheel Mehrotra

Founder

Over a 26-year career, Sheel has held several leadership positions in Mutual Funds and Wealth Management.

Anil Kumar

Partner

His expertise spans across finance, debt resolution, restructuring, business process reengineering, and corporate leadership.

Personalized Financial Solutions

Tailored strategies designed to fit your unique financial goals.

Proactive Approach

Innovative solutions to help you stay ahead in a dynamic market.

Experienced Professionals

Trusted guidance from a team of seasoned financial experts.

Commitment to Transparency

Clear and honest communication at every step of your financial journey.

Testimonials

What Our Clients Say About Us

We take pride in helping our clients achieve financial growth and security. Here’s what they have to say about their experience with Prosperity Bridge Partner.

“Prosperity Bridge Partners has been my trusted financial advisor for years. Their expert team guided me through a substantial inheritance, crafted tax-efficient marriage planning strategies, and developed a comprehensive education savings plan for my child. Their responsive and personalized approach has provided me unwavering confidence in navigating complex financial landscapes and securing my family’s future.”

“Prosperity Bridge Partners has significantly enhanced our investment portfolio through their strategic, data-driven approach. Their team developed a personalized investment strategy aligned with our risk tolerance, optimized our tax planning, and supported our retirement objectives. Their clear communication and expertise transform complex financial challenges into straightforward, confident decisions.”

“Navigating the complex financial landscape can be challenging, but Prosperity Bridge Partners has been our guiding light. Their strategic insights and adaptive approach have remarkably transformed our investment portfolio, crafting a comprehensive estate plan that secures our children’s future. What truly distinguishes them is their exceptional ability to uncover hidden financial opportunities we would never have identified on our own, making them an indispensable partner in our financial journey.”

“Partnering with Prosperity Bridge Partners has been a game-changer for us. They have consistently delivered strong annual returns on our investments. Not only have they helped us grow our wealth, but their strategic planning has also significantly reduced our tax burden. Their team’s monthly meetings to optimize our portfolio are invaluable, recently guiding us to create a tax-efficient charitable giving plan that supports our favorite causes and maximizes deductions. Their blend of market expertise and genuine care for our family’s financial wellbeing makes all the difference.”

“Our financial journey took a remarkable turn with Prosperity Bridge Partners. Their expertise in creating a fully diversified portfolio has been transformative, meticulously selecting independent funds that optimize our long-term growth. By establishing a strategic trust for our grandchildren and conducting quarterly strategy sessions, they’ve demonstrated an unparalleled commitment to personalized financial planning that goes beyond traditional advisory services.”

“Our financial landscape has been profoundly reshaped by Prosperity Bridge Partners‘ strategic approach. Over an extended period, they’ve consistently optimized our investment portfolio, delivering steady returns while implementing innovative tax planning strategies. Their monthly consultations have been instrumental in developing a charitable giving plan that aligns with our values and maximizes financial benefits, showcasing their unique blend of market expertise and genuine personal care.”