Simplifying financial planning for advisors and their clients

C2P is a holding company comprised of specialized platforms, including Prosperity Capital Advisors. Each platform is designed to simplify holistic financial planning for advisors and the clients they serve. The core purpose of C2P is to educate, train, grow, and support holistic financial advisors so families can achieve true prosperity.

Driven to provide products and solutions in the best interest of every client, C2P offers education, training, resources, and tools to meet a client’s unique financial situation, along with access to an array of investment and insurance vehicles to help advisors accomplish their goals.

C2P is committed to upholding fiduciary best practices and raising industry standards by offering a higher quality of financial planning services to families worldwide.