Our Success Stories

Real Advisors. Real Growth. Real Results.

We’re illuminating advisors who have transformed their practices by implementing Prosperity Capital Advisors (Prosperity) solutions, support, and proven processes.

Hear firsthand from these accomplished financial professionals. They describe how partnering with Prosperity helped them overcome obstacles and achieve remarkable success in assets managed, planning capabilities, and team development.

Glen Pier, CFF®, BPC

Founder, Infinity Wealth Management

Before joining Prosperity Capital Advisors, Glen was seeking authentic ways to differentiate his practice and find his true voice in a crowded marketplace. But he was facing several key challenges:

  • Difficulty standing out in an increasingly competitive marketplace
  • Marketing vendors that pushed cookie-cutter solutions instead of understanding his unique approach
  • Lack of truly differentiated processes and coaching to enhance his offerings
  • No opportunities for real equity, partnership, or shared ownership
  • Operating in isolation without a community of like-minded advisors

Then, he partnered with Prosperity, which he describes as a “complete 180 from absolutely everything else out there.”

Glen has since addressed these concerns and gained access to unique intellectual property, collaborative marketing support, and a partnership structure that’s helping him build an enduring legacy while making a greater impact than ever before.

Dave Buckwald, CFP®, BPC

CEO & Founder, OneTeam Financial

Before joining Prosperity Capital Advisors, Dave led a team of subject matter specialists serving pre-retirees and retirees, but he was facing several key challenges:

  • Limited resources to compete effectively in a rapidly changing industry
  • Difficulty providing the comprehensive, one-stop-shop experience clients increasingly demand
  • Lack of scalable and repeatable planning processes and systems
  • No clear succession planning strategy for long-term firm continuity
  • Insufficient leverage of collaborative capabilities to maximize client outcomes
  • Missing advanced tax planning expertise to attract and serve higher-net-worth clients

Since partnering with Prosperity, Dave has transformed his practice and achieved significant growth. He now brings in over $100 million in new assets annually while gaining access to enhanced technology, processes, and collaborative resources that have elevated his client experience and positioned his firm for generational success.

Joe DiSalvo, ChFC, AIF

President, Quest Capital & Risk Management

Before joining Prosperity Capital Advisors, Joe’s firm had about $80 million in assets under management. They were struggling with multiple factors:

  • Restricted flexibility in financial services offerings
  • Lack of a clear strategy for practice expansion
  • Difficulty in transitioning clients
  • Limited marketing capabilities
  • No structured career path for team development

Since partnering with Prosperity, Joe has addressed all these concerns. His firm has grown to around $130 million in assets under management.

Scott Kaup, CFP®, BPC

Founder, Kaup Financial Advisors, Inc.

Before joining Prosperity Capital Advisors, Scott had been in the industry for 35 years and was facing an array of challenges:

  • Lack of a systematized planning process
  • Need for more advanced tax expertise
  • Inconsistent approach to client services
  • Limited growth in business size and profitability
  • No clear succession plan for the next generation

Since partnering with Prosperity, Scott has addressed these concerns and experienced remarkable growth — increasing his AUM 33% in just over two months after joining our RIA.

Become Our Next Success Story

Schedule a call with one of our Advisor Growth Specialists today to learn how Prosperity Capital Advisors can help you overcome your biggest challenges.

Let’s build a practice that thrives for years to come.