Prosperity Capital Advisors
Dave Alison, CFP®, EA, BPC, is the Founder and CEO of Alison Wealth Management since November 2015, focusing on high-net-worth families and offering a comprehensive tax, investment, and advisory experience. Dave is also the President and Founding Partner of C2P Enterprises, which includes four distinct brands aimed at simplifying financial planning for advisors and their clients, and the President, Founding Partner, and Co-Chair of the Investment Committee at Prosperity Capital Advisors, an SEC-registered investment advisor dedicated to holistic wealth management. Previously, Dave served as Senior Vice President at USA Tax & Insurance Services, Inc. from June 2006 to January 2011. Dave holds a Bachelor of Science in Finance from Bowling Green State University, earned in 2006.
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Prosperity Capital Advisors
At Prosperity Capital Advisors (PCA), we provide more than just investments. We provide solutions to simplify and solve the complex challenges and opportunities you face as an investor every day. As an organization, we’re committed to looking at the big financial picture and providing congruent and holistic services to you. Financial products and portfolios should be used solely as instruments to help you obtain your overall financial goals and objectives. With the countless financial vehicles that are available today, a cohesive wealth management plan can work to identify gaps and inefficiencies to provide accurate product and portfolio recommendations. As such, financial planning is the foundational service that PCA provides. We offer you the one-on-one support you need from a fiduciary advisor – and a team of highly specialized professionals focused on your unique situation will help support the development of your plan behind the scenes, including CERTIFIED FINANCIAL PLANNERTM professionals, tax professionals, insurance agents and more.