At Exchange 2025, Delon Mansour of Prosperity Private Wealth shared his investment philosophy and thoughts about the conference. Exchange 2026 is just around the corner, and advisors will have an enormous opportunity to network and learn insights from peers and industry thought leaders.
Mansour Helps Small Businesses and Folks Approaching Retirement Find Prosperity
Asked about his firm, Mansour shared that the focus is on small businesses and clients who are approaching retirement. He shared that, beyond being a CFP, he was also an enrolled agent when it comes to tax planning. Though he doesn’t do taxes for his clients per se, he can leverage that knowledge as he sets up investments.
“I would say my investment philosophy is I take more of a passive approach when it comes to US equities,” Mansour shared. “I think US equities are very efficient.” Accordingly, Mansour said he leans more active when approaching fixed income or international equities.
The Perks of Exchange
Discussing the things that make Exchange interesting and valuable, Mansour was quick to praise the choice of location. “What drew me to the Exchange conference is- I think the location being in Las Vegas – the vibe here, the energy, and using that as a backdrop for learning and engagement.”
He also shared that several speakers impressed him and left him with actionable insights to take moving forward. Accordingly, he praised the useful tidbits he learned from experts like Dr. David Kelly that helped illuminate where tariffs and inflation were heading in 2025.
Exchange 2026 is March 15th through 18th and will return to the Virgin Hotel in Las Vegas, Register for the conference today to secure your spot at the financial services event of the year.
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