Wealth Management

Historically, ultra-wealthy families have had access to and relied upon a trusted advisor to provide holistic planning and coordination of all the critical areas in their life. That trusted advisor gets the attorney, the banker, the stockbroker, and the insurance agent all sitting at a table collaborating on their behalf.

But what about the rest of us?

For most individuals and families seeking advice on their financial, tax, insurance, investment or legal needs, they are forced to meet with different professionals. Those professionals typically operate in silos, and they don’t all sit at the table collaborating on your behalf. In many cases, each of those professionals is just trying to sell their individual products or services.

The result is that you may have a lot of pieces of the puzzle (investment products, insurance policies, tax services, maybe even a will or a trust), but no picture on the front of the box to show how they all come together.

At Prosperity Capital Advisors, we’re a little bit different from any other firm you’ve probably talked to in the past. Our holistic planning process is designed to coordinate all these areas and get them working together.