Holistic Wealth Management and Financial Advisors in Charleston, South Carolina
Serving High- and Ultra-High-Net-Worth Individuals, Business Owners, and Executives
At Prosperity Capital Advisors, we use a strategic and integrated approach to wealth management rather than traditional, siloed financial advice. Our offerings cater to the unique needs of individuals and families in the Charleston area of considerable wealth, entrepreneurs, high-net-worth individuals planning for retirement, and affluent clients with stock options.
If your financial life involves multiple moving parts such as investments, taxes, business interests, or concentrated stock, our role is to bring structure and clarity to it.
Wealth Management in Charleston Built Around Complexity
Charleston continues to attract business owners and executives tied to companies like Boeing and the region’s growing professional and manufacturing base. With that growth comes more complexity.
We work with clients across Charleston and the surrounding communities who are looking for more than stand-alone investment management.
A Team with Planning and Tax Depth
Our advisors bring experience across both financial planning and tax strategy. This allows us to evaluate decisions across multiple considerations, not just one. Our team comprises CFP® professionals, Bucket Plan Certified® advisors, CPAs, and Enrolled Agents who can leverage their specialized knowledge in financial planning, investments, and taxes to advise you on financial decisions that meet your needs and exceed your expectations.
Dave Alison
- BPC, CFP®, EA
Serving High-Net-Worth Retirees and Pre-Retirees
Retirement planning at this level is less about whether you can retire and more about how to structure income, taxes, and risk over time for full integration and more optimal outcomes.
We focus on:
- Income distribution strategy
- Tax-efficient withdrawal planning
- Portfolio alignment with values and goals
- Long-term planning across market cycles
A Holistic Approach to Wealth Management
We use a structured plan that connects your income, assets, and long-term objectives into a clear strategy across the Five Pillars of Holistic Wealth Management.
Through personalized portfolio construction and asset management to proactive tax minimization and accounting for the what-ifs in life, our multigenerational planning helps you enjoy life now and solidify your legacy.
Financial Planning
A comprehensive roadmap that integrates every dimension of your financial life.
Asset Management
Investment strategies designed around your goals, timeline, and tax situation.
Tax Management
Year-round, proactive strategies to help reduce your lifetime tax burden.
Protection Planning
Thoughtful risk management to protect the wealth you’ve worked so hard to build.
Legacy Planning
Strategies to preserve, transfer, and protect what matters most for generations to come.
Specialized Financial Planning
Business Owners and Entrepreneurs
Charleston’s business community continues to grow, and with it comes the need for more deliberate planning. With our unique understanding of the financial strides and hurdles of today’s business owners, we offer proactive planning strategies and personalized solutions if you’re looking to grow your business, secure your wealth, manage risk, or plan for succession or exit.
We work with business owners on:
- Cash flow and reinvestment decisions
- Tax-aware income strategies
- Exit and succession planning
- Coordinating personal and business wealth
Executives and Equity Compensation
For professionals at companies like Boeing and other regional employers, equity compensation can quickly become one of the more involved parts of your financial life.
We help clients navigate:
- RSUs, ISOs, NSOs, and ESPPs
- Concentration risk
- Tax timing and exercise strategies
- Integration of equity into a broader wealth plan
Ultra-High-Net-Worth Multifamily Office
We offer specialized concierge services for ultra-high-net-worth clients whose wealth spans many asset classes and areas. These clients often have a deeper need for full-life coordination that goes beyond traditional wealth management. From advising on business matters to mitigating risk for household staff to preserving and transferring wealth through structured trusts, we are your ally and implementor to handle it all.
Serving Charleston and Nearby Communities
Prosperity Capital Advisors takes pride in providing holistic financial planning services to our vibrant Southern community and its nearby regions. Our dedicated team offers tailored solutions that resonate with the needs of Charleston residents as well as those in the surrounding areas of Mount Pleasant, Isle of Palms, Sullivan’s Island, Daniel Island, James Island, Johns Island, Summerville, Folly Beach, Kiawah Island, and beyond.
Start the Conversation
If your financial life has reached a level of complexity where diligent coordination matters, connect with Prosperity Capital Advisors at our Charleston location to begin building a strategy designed around your full financial picture.
