Financial planning to design a beautiful life.
Stay rooted in purpose through every season of your journey. Contact an AdvisorExplore ServicesWhen life changes shape, purpose does not disappear. It simply asks to be rediscovered.
Life’s transitions, both big and small, bring a lot of questions and complexity. “What’s next for me?” “Am I going to be ok?” “How do I move forward from here?” Protea Wealth Management guides you with clarity and the continuity of purpose through these changes. No matter what season you are in, our deeply personalized approach to wealth management helps you design a beautiful life.
What season are you in?
Life unfolds through seasons. Some seasons are about building. Some are about transition. Some are about preparing for what comes next. Others are about protecting what matters most. In whatever season you find yourself, we’ll meet you there.
I’m Nearing Retirement
You’ve worked hard to build what you have. Now the questions are changing. Retirement income, pensions, Social Security, taxes, healthcare, and what this next season of life will look like.
My Life Is in Transition
A divorce. The loss of a spouse. The sale of a business. An unexpected change. Life may look very different than it did a year ago, and you’re looking for clarity regarding what comes next.
Busy Business Builders
Your career is growing. Your business is expanding. Your family is evolving. You’re successful, but life feels increasingly complex and you’re ready for a more intentional plan.
I’m a Multi-Generational Steward
You’re thinking beyond today. You want to care for the people you love, preserve what you’ve built, and create continuity for future generations.
Without a clear plan, it can feel like:
Important decisions are constantly hanging over your head
Your financial life feels reactive instead of intentional
You’re carrying uncertainty quietly in the background
Your money and your life goals feel disconnected
You know change is coming, but you’re unsure how to prepare for it
Align your financial life with the season you are in and build a plan for the purpose you want to live.
Money is a tool to support your life – not the purpose of it. And purpose is not a phase of life, it is a thread that continues through it. So we are a firm built across generations, designed to serve clients across generations. No matter where you are right now, we start with three steps.
Get Rooted in Clarity
We help simplify complexity and organize your full financial picture so you can can move forward feeling more grounded, clear, and confident.
Design a Plan of Purpose
Purpose does not end when life changes. We help you reconnect with what matters most and build financial plan and strategy that supports you today and supports what’s next.
Grow with Guidance
Our multi-generational team is built for long-term partnership, offering continuity and guidance through every season of life.
We are built to guide you through all of life’s changes.
Built across generations, Protea Wealth Management reflects the very thing many are looking for: continuity, perspective, and a long-term path forward. Different life stages bring different strengths, and our team reflects that.
Larissa Costello
Larissa represents reinvention, momentum, and purpose that deepens over time. Her story reflects the belief that life does not narrow with age, it expands. She brings lived wisdom, perspective, and the confidence to help clients keep moving forward.
Mark Youngs
Mark represents depth of experience, steadiness, and the importance of succession done right. He has seen market cycles, real-life transitions, and the value of making sure clients are cared for well into the future.
Jack Costello
Jack represents the future, growth, and the value of building relationships that last. He brings energy, perspective, and a commitment to growing with clients over time.
Let’s design a beautiful life — together.
It doesn’t matter if you’re preparing for retirement, navigating a change, organizing your financial life, or thinking about the future you want to create, Protea is here to help you stay rooted through every season of life.
Design a beautiful life.
Protea Wealth Management was built with the purpose to serve clients not just for a season, but for a lifetime. Working with households coast to coast, we help you design a beautiful life.
Working with households coast to coast, Protea Wealth Management is an affiliate of Ethos Financial Group, LLC, a Securities and Exchange Commission registered investment advisor. See full disclosure HERE.