About Prosperity Capital Advisors
Wealth touches every part of life that matters: family, opportunity, responsibility, generosity, and legacy. It deserves to be guided with the full picture in mind. That belief is what inspires Prosperity Capital Advisors.
Who We Are
Prosperity Capital Advisors is a planning-first, SEC-registered investment advisor (RIA) serving high-net-worth and ultra-high-net-worth individuals, families, business owners, and others with advanced planning needs. We are building the kind of firm clients seek when they want the sophistication of a family office paired with the consistency of a proven process. That vision sits at the heart of the experience we aim to deliver every day.
Our approach is rooted in holistic wealth management and shaped by proven frameworks including The Bucket Plan®, the Five Pillars of Holistic Wealth Management, and The Tax Management Journey®. These are the structures that help organize every aspect of a client’s financial life, uncover what matters most, and guide recommendations with greater purpose and precision.
Our Mission
Our purpose is to simplify financial planning. We exist for people whose financial lives have become too significant, too layered, and too interconnected for fragmented advice. When investment strategy, tax planning, protection, estate considerations, and long-term goals are handled separately, important opportunities can be missed, and important decisions can lose their broader context. We bring those dimensions together through a disciplined approach that helps turn complexity into a clear path to prosperity.
From the first conversation through a lifetime of service, our goal is to bring every meaningful detail into view and build a plan that is personal, proactive, and built to endure. Clients should feel the difference in how we serve: dedicated teams, specialized expertise, ongoing communication, and a level of care designed to ensure their wealth is continually aligned with their goals. That is the standard we hold ourselves to.
Our Story
Prosperity Capital Advisors was built from a moment of hard clarity. Jason L Smith, our Chief Visionary, Executive Chairman, and Founder, faced a health scare early in his career that forced a question many advisors never ask themselves. What happens to the clients who depend on you if you are no longer there? The answer revealed a structural problem. A practice built around one person, no matter how skilled, cannot deliver the kind of consistent, lasting service that clients deserve.
That realization became the foundation of everything that followed. Jason committed to building something different: a firm structured around proven processes, not individual dependencies. Out of that commitment came The Bucket Plan®, and with it a foundation that advisors across the country could build on to deliver genuine financial clarity to their clients. Advisors joined the mission. Offices opened across the country. Planning capabilities deepened, investment infrastructure expanded, and a national network of specialists took shape. Each step was guided by the same principle that started it all: Families deserve a financial plan that accounts for every dimension of their lives, built by a team they can trust to be there for the long term.
What We Stand For
These are the core values that define our firm, shaping every client relationship, every planning decision, and every interaction with our team:
Ownership Mindset
We take responsibility seriously and hold ourselves to a high standard of follow-through, discipline, and excellence.
Hungry Yet Humble
We are driven to grow and improve, while staying grounded enough to listen, learn, and lead with perspective.
Positive, Grateful, & Fun
We believe meaningful work should feel personal, energizing, and rooted in gratitude. Prosperity Capital Advisors is built for those who want substance without excess, sophistication without distance, and a team that understands the full weight of what their wealth is meant to accomplish. This is comprehensive wealth management, simplified.
