Family enjoying quality time outdoors under a tree, capturing smiles and joyful moments.

Live Well, Build Wealth. Leave a Legacy.

Empowering families, professionals and business owners through real estate and financial planning

Personal Real Estate Solutions

Whether you’re buying a home or making a real estate investment, we’ve got you covered right here in Santa Clara County.

Home

Home Buying & Selling

Helping clients buy or sell homes with expert guidance, market insight, and a smooth, stress-free process.

secure

Investment Property Strategy & Acquisitions

We help clients identify, acquire, and strategize investment properties for long-term growth and passive income.

Relief Goods

Relocation Assistance

Seamless support for individuals and families moving locally or out of state, making transitions stress-free from start to finish.

Qualified Health Plan

Probate & Distressed Property Support

Specialized assistance for heirs and homeowners to navigate probate sales, avoid foreclosure, and sell properties efficiently during difficult times.

“Prosperity Legacy Solutions made selling my home during a stressful time feel seamless. Not only did they help me navigate the real estate process, but they also guided me on how to reinvest my proceeds wisely. Their knowledge in both real estate and financial planning was a game-changer. I walked away with more than just a sold home – I left with a long-term wealth plan.”

- David L., Fremont CA

Comprehensive Insurance Solutions

We provide insurance that protects you and your loved ones through all life events.

Home

Life Insurance & Living Benefits

Protecting families with coverage that offers financial security now and, in the future,—including living benefits you can use while alive.

secure

Retirement & Wealth Planning

Helping you build, protect, and grow your wealth with personalized strategies for a secure and comfortable retirement.

Qualified Health Plan

Estate & Asset Protection

Safeguarding your legacy with strategies that protect assets, avoid probate, and ensure your wishes are honored.

Money

Financial Literacy

Empowering individuals with the knowledge and tools to make smart money decisions, build wealth, and achieve financial freedom.

Prosperity Legacy is Your Real Estate & Insurance Expert

A family with a realtor exploring a new home's interior, considering a property purchase.

Prosperity Legacy empowers families, professionals, and business owners to build and preserve generational wealth through comprehensive real estate and financial strategies. We provide personalized solutions that educate, protect and grow clients’ assets helping them create a legacy of prosperity and purpose.

Our vision is to be the leading partner in real estate and financial empowerment-where every client achieves financial independence, makes informed decisions and leaves a lasting legacy for future generations.

Our Core Values and Guiding Principles:

  • Education – Empowering clients through financial literacy and real estate
    knowledge.
  • Integrity - Building trust through transparent, client first service.
  • Strategy – Providing tailored solutions that align with each client’s goals.
  • Legacy – Focusing on long-term impact and generational wealth creation
  • Empowerment – Equipping individuals and families to take control of their
    financial future.

“The financial literacy workshop by Prosperity Legacy Solutions was eye-opening.  It wasn’t just about saving or budgeting.  It was about building a legacy.  I left the session feeling empowered, with practical tools I could apply right away.  The one on one consultation afterward helped me personalized my game plan.”

- Angela T., Hayward CA

Golden hour aerial view of rolling hills and lake in San Jose, California.

Unlock Your Future

Start Securing Your Path Today

Contact