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About Prosperity Capital Advisors (Edit profile)

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. 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®.

Prosperity Capital Advisors’ Leaders Named Finalists in 2026 Wealth Management Industry Awards

By |2026-06-12T03:07:36-04:00June 11, 2026|Client Posts, News|

Matt Seitz Recognized as Chief Marketing Officer of the Year Finalist and Dave Alison Named Innovator of the Year Finalist  CLEVELAND, Ohio — June 11, 2026 — Prosperity Capital Advisors, a registered investment advisor dedicated to helping advisors and clients navigate financial complexity through holistic wealth management, announced that two members of its ...

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Prosperity Capital Advisors Unveils Unified Vision to Deliver the Highest Caliber Wealth Management Experience for Clients

By |2026-05-06T21:59:38-04:00May 1, 2026|Client Posts, News|

Clients and families will benefit from a deeply integrated approach that brings financial planning, investments, taxes, protection, and legacy planning together under one roof WESTLAKE, Ohio — May 1, 2026 — Prosperity Capital Advisors (Prosperity) an SEC-registered investment advisor (RIA) dedicated to being a destination advisory firm that brings holistic ...

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Prosperity Capital Advisors’ Partners Recognized as Excellence Awardees in 2026 InvestmentNews Awards

By |2026-05-06T21:59:38-04:00April 30, 2026|Client Posts, News|

Firm leaders honored across multiple categories, reflecting commitment to holistic planning, client impact, and community leadership Westlake, Ohio - April 30, 2026 - Prosperity Capital Advisors (Prosperity), an SEC-RIA focused on delivering comprehensive and holistic wealth management, today announced that several of its partners have been named Excellence Awardees in ...

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30400 Detroit Rd #201
Westlake, OH 44145

888-240-1923

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