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Financial strategies that adapt to your evolving life

The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.

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Prism Wealth Strategies

Vivian KaufmannStephen Kozuch, Sam Del Propost, and their associates have successfully helped both individuals and businesses achieve financial security through prudent planning and active asset allocation strategies. 

Vivian Kaufmann came to Equitable Advisors, LLC in 1990. She is a former business owner and understands the needs of the small business community.  Presently, she is an active member of the National Association of Women Business Owners (NAWBO) and the National Association of Female Executives (NAFE.).  Vivian has been awarded the title of Retirement Planning Specialist by Equitable Advisors, LLC based on the receipt of a Wharton Certificate in Retirement Planning. 

After working as a fixed income analyst at Paine Webber, Stephen Kozuch went on to get his MBA in finance at Fordham University where he graduated with honors.  Both Stephen and Vivian are Equitable Advisors, LLC: Qualified Plan Specialists, Circle of Excellence requalifiers, and are repeated members of the National Leaders Corp. 

Stephen and Vivian both reside in Manhattan and have weekend homes in the northern Catskill Mountains where they relax with their respective families. There they enjoy country pursuits and outdoor activities.

Sam Del Propost formally joined Vivian and Stephen in 2013. Sam has been with Equitable Advisors, LLC since 2000 and holds the CERTIFIED FINANCIAL PLANNER™ professional and the ACCREDITED DOMESTIC PARTNERSHIP ADVISORSM  designations. He is a Retirement Planning Specialist with a Certificate of Retirement Planning™  from the Wharton School of the University of Pennsylvania, and he is a member of the Society of Financial Services Professionals. Sam is married and is a resident of Maplewood, NJ.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certified marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully completed the CFP Board's initial and ongoing certification requirements.

 ADPASM is a service mark of the College for Financial Planning.

Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of Business.

Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial planning

Financial
planning1

Asset management

Wealth
management

Estate planning strategies

Estate planning
strategies

Risk Management

Risk
management

Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

Client Centered

We are here for you

  • To understand your situation – The most important work we do is getting to know who you are.
  • To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
Client Centered

We work alongside you

  • To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
  • To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
Client Centered

We evolve with you

  • To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
  • To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

Meet our team

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.