Five Star award winners Nick Silva, CFP®, ChFC® & Paul Habib, CFP®, RICP®

PROFESSIONAL PROFILE

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Nick Silva, CFP^®, ChFC^® & Paul Habib, CFP^®, RICP^®

Owners & Co-Founders

ProWealth LLC

201 Jones Rd Fl 5

Waltham, MA 02451

Office: 1-888-PRO-LLC1

plan@prowealth-llc.com
www.ProWealth-LLC.com

Professional Approach

At ProWealth, our focus is on helping physicians, business owners, executives, and retirees achieve their financial goals. It requires knowledgeable guidance to help navigate the ever-changing tax environment (1) and financial landscape we live in today.

The “PRO” in ProWealth is an acronym for Protection Retirement Opportunity. We are financial professionals dedicated to helping clients manage risk to protect what they have already built and what they will continue to build. Client portfolios become optimized through the accumulation and distribution phases, emphasizing tax efficiency(1) throughout both phases. Our team of financial professionals continuously look to identify not-so-obvious opportunities for our clients through on-going guidance, education, and research.

We deliver more than 20 years of combined experience in financial services in addition to having the support of a vast team of seasoned professionals behind us. Working together, we provide comprehensive financial planning and holistic investment advisory services(2).

We can identify planning gaps and opportunities and provide cutting edge solutions for even the most complex financial situations.

At ProWealth, we understand that no two people are alike when it comes to financial aspirations. That is why everything we do is tailored to our clients' needs, goals, and ultimately, success.

We realize change happens rapidly in this digital age of information and innovation—that's important to remember when considering your financial well-being. For us, staying ahead of the curve with our financial services and investment strategies is more important than ever before. We deal with everything from complex scenarios involving tax efficiency(1), estate conservation/wealth transfer, and business succession to more basic scenarios involving preparing for retirement and education expenditures. Along the way, we pride ourselves on being adept, adaptive, and innovative.

As financial advisors(2), we strive to provide our clients with exceptional service and advice. Our goal is to help people live better lifestyles today, and tomorrow, with more efficient paths to financial freedom and reduced money-related stress and anxiety. We always act in our clients' best interest, and we do so with empathy, patience, and passion.

Nick Silva

Owner & Co-Founder

Phone: 978-766-1427

Paul Habib

Owner & Co-Founder

Phone: 857-334-2575

See Accomplishments

This award was issued on 02/01/2024 by Five Star Professional (FSP) for the time period 04/10/2023 through 10/31/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4,421 Boston-area wealth managers were considered for the award; 580 (13% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 3,923, 578, 15%, 2/1/23, 5/23/22 - 1/6/23; 2022: 4090, 513, 13%, 2/1/22, 5/24/21 - 11/19/21; 2021: 4069, 480, 12%, 2/1/21, 5/25/20 - 11/30/20; 2020: 3580, 463, 13%, 2/1/20, 4/1/19 - 12/13/19; 2019: 3619, 566, 16%, 1/1/19, 4/18/18 - 11/6/18; 2018: 2819, 532, 19%, 1/1/18, 3/23/17 - 11/10/17; 2017: 2467, 623, 25%, 12/1/16, 3/26/16 - 11/23/16; 2016: 2530, 632, 25%, 12/1/15, 5/18/15 - 11/6/15; 2015: 3542, 801, 23%, 1/1/15, 5/18/14 - 11/6/14; 2014: 1707, 655, 38%, 1/1/14, 5/18/13 - 11/6/13; 2013: 2362, 713, 30%, 1/1/13, 5/18/12 - 11/6/12; 2012: 2591, 454, 18%, 1/1/12, 5/18/11 - 11/6/11.

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(1) We do not provide tax advice. Please consult your tax professional regarding your particular situation.

(2) Financial Advisors of Eagle Strategies LLC, a registered investment adviser and a New York Life Company. ProWealth is independently owned and operated from Eagle Strategies and its affiliates.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.