Prosperity Capital Advisors, an SEC-registered investment advisor dedicated to holistic wealth management, has announced the unification of five firms under the Prosperity brand: JL Smith Holistic Wealth Management, Alison Wealth Management, OneTeam Financial, Hammer Financial Group, and FSC Wealth Advisors. The combined organization represents 152 front- and back-office professionals, including 98 investment advisor representatives and $4.7 billion in assets under management.
Founded more than 25 years ago, Prosperity has built its practice around The Bucket Plan Process and five pillars of holistic wealth management covering financial planning, asset management, tax management, protection planning, and legacy planning. The firm also operates The Tax Trilogy, a proprietary framework covering tax planning, management, and preparation. Each location operates as an education-based ensemble practice with fiduciary professionals working collaboratively on behalf of each client.
KEY QUOTES:
“Just as we were one of the pioneers of the holistic approach, we are becoming a technology-empowered business to be a pioneer in the next evolution in the wealth management industry. This next chapter is about improving the relationships and results for those we serve and helping more American families follow their Path to Prosperity by expanding our reach.”
Jason L Smith, Chief Visionary, Executive Chairman and Founder, Prosperity Capital Advisors
“Prosperity’s evolution has always been about building a destination advisory firm, a place where clients, advisors, and team members feel at home, aligned, and fully supported in pursuit of exceptional outcomes. For us, this is not an endpoint, but the beginning of the next chapter.”
Stan Milovancev, CEO, Prosperity Capital Advisors
