Wealth Management
“Our team uses a proactive and collaborative approach to wealth management, working to bring you advanced solutions tailored to fit your needs. You are in control – while we help you strategize on ways to enhance your unique situation”
Dave Alison, CFP®, EA, BPC
President & Founding Partner
The Value of a
Holistic Advisor
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.
All Your Needs, Under One Roof
In addition to our holistic planning approach, Prosperity Capital Advisors has the resources and knowledge to help in many specialized areas including:
- Objective financial advice
- Creative solutions to financial issues
- Clearinghouse for financial, investment, tax and estate planning ideas
- Proactive advice from a professional team with diverse backgrounds and knowledge
- Delivery of multiple money managers, custody providers, insurance solutions, loan options, etc.
- Negotiated cost savings with other financial providers (e.g., investment management, custody, trading costs)
- Integration of your estate planning, income taxes, investments, philanthropic goals and family situation
Typical services we provide to our wealth management clients:
- Financial Planning
- Portfolio Management
- Investment Manager Selection and Monitoring
- Global Asset Allocation and Investment Strategy Consulting
- Retirement Income Distribution Planning
- Cash Management
- Proactive Tax Planning
- Estate Planning
- Life Insurance Analysis
- Equity Planning (ISO, NQSO, RSU & Founder Stock)
- Compensation Planning
- Coordination of Planning Professionals
- Family Business Advisory
- Family Counseling/Family Meetings
- Document Management and Family Estate Organization
- Comprehensive Performance Reporting
- Trustee Services through TD Ameritrade
- Philanthropic Planning
- Debt Structure and Analysis
- Risk Management & Asset Protection Consulting
