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August 31, 2018

About the Author

  • 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®.

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