FOR KELOWNA FOUNDERS AND FAMILIES
Sudden Wealth Changes Everything
We create the space for founders and families to flourish through the complexity of a business sale or inheritance.
Master Your Reality
Solidify Your Legacy
Command Your Future
The Questions That
Keep You Up at Night
When you're navigating a significant windfall, the real burden isn't the financial complexity—it's the weight of the decisions and the search for a trusted advisor who truly understands your unique situation.
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How do I handle this responsibility without making a major mistake?
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Who can I trust to have my best interests at heart?
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How do I ensure this wealth strengthens my family and legacy?
Your Guide Through the Complexity
My name is Rolf Issler. My role is not just to manage wealth, but to serve as the thinking partner and Personal CFO for a select group of families in your exact situation.
Access to my direct counsel is the core of our service—I bring calm, clarity, and a proven process to your life's next chapter.
From Overwhelmed to On Purpose
Clarity & Confidence
We provide the framework that replaces uncertainty with the confidence of a well-informed leader.
Purpose & Direction
We deliver a concrete plan that simplifies decision-making and gives your wealth a clear "why."
Legacy & Meaning
We provide the partnership to ensure you become the masterful steward of your family's future.
"Your message is a great reminder that wealth, when guided with intention and care, becomes so much more than numbers on a page. You’re helping us all to learn how to create stability instead of fear... Your genuine purpose and integrity are evident not just to us, but to all those you serve."
— Bryan & Irene, Clients
Your White-Glove Path to Clarity
The Confidential
Assessment
We begin with our complimentary, private assessment to discover your unique financial personality.
The Strategic
Navigator Session
This is your paid, 60-minute working session with me to build the foundation of your plan.
The 90-Day Implementation
Following our session, we build and deliver your bespoke 90-Day Plan—the actionable roadmap to move forward with confidence.
The ProsperWise Difference
Fiduciary First. Your best interest is our only interest.
Specialized Guidance. We don't offer generic wealth management; we focus exclusively on the unique challenges of sudden wealth.
A Director-Level Partnership. You work directly with me, the firm's principal, not a junior advisor.
Our Comprehensive
Personal CFO Service
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Financial Inventory & Organization
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Capital Preservation Strategy
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Values & Money Personality Discovery
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Investment Management
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Legacy & Estate Planning
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Tax & Legal Coordination