“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
Check out our video to learn more about the value of a holistic advisor.
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: