Dave Alison, Cfp®, Ea, Bpc Email & Phone Number

Charleston, Sc, Us

Palo Alto, Ca, Us

Helping high-net-worth families explore and implement strategies for better wealth outcomes. When you partner with us, you get a fully integrated tax, investment, and advisory experience.Financial planning & investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor.

Westlake, Oh, Us

Westlake, Oh, Us

C2P Enterprises is a holding company comprised for four distinct brands, each designed to simplify financial planning for advisors and the clients they serve. United by the vision to provide planning and financial products and solutions in the best interest of the client, each company 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 accomplish their goals.Each organization is committed to fiduciary best interest practices and raising industry standards for a higher quality of holistic financial planning services to families nation and worldwide.

Westlake, Oh, Us

Our mission is to ensure advisors who work with us can strategically align every aspect of their clients’ financial lives into one well- coordinated plan. An SEC-registered investment advisor (RIA), Prosperity Capital Advisors (PCA) is committed to holistic wealth management. Founded by a group of award-winning financial advisors and thought leaders, PCA was built as a platform for other financial professionals to give them access to advanced planning, capabilities, investments, processes, and training.PCA offers not only support, but a depth of expertise for your advisor to tap into. We’ve always been dedicated to holistic offerings and have a solid reputation to prove it: in 2023, our firm was named one of the top 500 RIAs in the country by USA Today — as chosen out of more than 32,000 RIAs. Additionally, PCA was recognized by Financial Advisor Magazine as one of the top 500 RIAs in the country in 2022 and 2023.PCA offers an experienced and skilled team behind the scenes supporting your advisor. We have CFP® professionals, CPAs, tax specialists, estate planning attorneys — anyone you may need to help get the job done — no matter how complex your financial situation may be. Prosperity Capital Advisors’ nationwide team works together with your advisor to help power your prosperity, giving you a clear path to have peace of mind in your financial decisions.At our core, we believe there are five pillars to holistic wealth management, that each add great value to the families our advisors serve. Together, financial planning, asset management, tax management, protection planning, and legacy planning contribute to your overall financial picture, and we work with your advisor to ensure they’re optimized.