Prosperity Capital Advisors

Want to See The Benefits of Working with Prosperity RIA First Hand?

Meet Prosperity Capital Advisors

At Prosperity Capital Advisors (PCA), we’re a planning-first, SEC-registered investment advisor (RIA). We equip you with various fee-based financial planning and investment solutions. You can meet your clients’ unique needs with these solutions.

We offer you a full-service investment platform for turnkey asset management tools and resources to build holistic financial plans. We’re custodian agnostic and provide our affiliated advisors with exactly what you need:

Extensive support
Advanced portfolio analytics and reporting
Investment product due diligence and selection

RIA Solutions by Prosperity

We work with a select group of investment advisor representatives to help you grow in your planning and investment capabilities.

Our overarching commitment is to support our affiliated advisors as you advise in your clients’ best interests. To do so, we provide product-agnostic advisors with turnkey financial planning processes, tools and support. With these resources, you can build a plan as the foundation for all investment advice before product selection.

Your tools and support include the following:

Holistic Financial Planning

Holistic financial planning takes a 360-degree look at the client's situation to better understand their short-term and long-term goals for both their life and their money.

Whether planning for high-net-worth clients or the average local retiree—it's about more than just bringing them the latest investment opportunity or finding the right portfolio.

A holistic financial plan offers financial advisors a solution for any individual's economic puzzle. The advisor can develop a one-of-a-kind proposal to maximize their customer's wealth, health, and happiness while minimizing any potential tax pitfalls and managing gaps in the market.

More About Holistic Financial Planning

Practice Management

Building a sustainable and lasting wealth management firm requires vision and action. With the shifting of client needs, older methods for delivering a holistic financial plan are no longer sustainable.

In order to create a business that does not require every hour of the lead advisor’s attention, the business strategy should include plans to manage and build up the talent they bring in, along with a documented structure for how to guide customers through each step of the investment process.

Building a process does not only ensure that clients receive the same experience even if they are not working with the lead advisor. It also ensures that compliance reviews for best interest practices are easier to prove when the process has been well-documented

About Financial Practice Management

Profitable Business Lines

What are the most profitable business lines for financial advisors and their clients?

There are tons of ways you can gain new clients and grow your business—online seminars, live events, social media, search engine optimization, television appearances, etc. And while this type of marketing certainly deserves your attention, it’s a slow process. What if you could acquire new customers almost instantly?

One sure way to do this is to incorporate different product offerings into your existing financial services business

Explore Profitable Business Lines

Marketing Programs

Let our digital marketing experts help you develop your business, brand, and even your team.

No matter how targeted you get with your digital marketing, you can never fully control who sees your content.

Each client should receive one-on-one holistic financial advice tailored to their specific needs, and that is not possible if you push products online to the masses.

The goal of your marketing planning and strategy should be to guide each individual prospect through the sales funnel.

Check Our Marketing Programs

A Comprehensive Wealth Management Solution for You and Your Clients

We’re dedicated to bringing comprehensive wealth management to American families nationwide at PCA. We strategically align multiple factors into one thorough, coordinated plan:

Investments
Insurance
Tax
Estate
Social Security
Retirement income
Healthcare planning

When you work with Prosperity (PCA), you provide your clients with more than just investment management services. You provide solutions to solve the complex challenges and opportunities that face each investor.

As a member of the C2P family, our team looks at the big financial picture and provides aligned, holistic services. We use financial products and portfolios only as instruments to help each client reach their financial goals.

With the countless financial vehicles available today, a holistic wealth management plan can identify gaps and inefficiencies. This provides accurate product and portfolio recommendations for every client. As such, PCA and C2P offer financial planning as our foundational service.

Work With Prosperity Capital Advisors

We at Prosperity Capital Advisors provide more than just an investment platform. In fact, we provide solutions that navigate the daily challenges and opportunities that financial planning pros like you and your clients see.

As an RIA organization, grasping that big financial picture is crucial. It allows us to provide holistic services that help you and your clients reach your overall financial objectives.

Countless financial vehicles are out there. We strive to provide cohesive wealth management plans that identify gaps and inefficiencies to offer accurate product and portfolio recommendations. As a result, financial planning is the foundational service that Prosperity Capital Advisors provides.

We offer a team of highly specialized professionals. They’re focused on finding outstanding solutions to unique situations to develop better financial plans. And they include Certified Financial Planner™ pros, tax pros, insurance agents and more.

Through affiliation with Prosperity Capital Advisors, you have access to industry-leading tools, resources and training. With them, you gather more assets under management and position Prosperity portfolios as part of a holistic financial plan.

Become a PCA-Affiliated Advisor

If you’re an independent financial advisor searching for tools and resources to provide your clients with holistic financial plans, we’re your solution. We’re also a trusted RIA partner.

Tap into planning tools and training, such as The Bucket Plan^® holistic planning process. Receive support from our team of Certified Financial Planner™ professionals, tax professionals and business partners. Seize our many financial advisor training and development resources that help you every step of the way.

Our process-driven business gives you the tools you need to create coordinated, holistic financial plans. Again, these consider your clients’ crucial needs — from investments and insurance to retirement and healthcare.

Visit ProsperityCapitalAdvisors.com to learn more about what we offer at Prosperity and how to work with us. Click to schedule a call.

RESOURCES

Dig into the tools, information, and training you need to succeed with C2P. From advisor guides to live webinars, we’ve got you covered!

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Industry News

Trending Topics and Industry Updates for holistic financial advisors, tax professionals, insurance marketers and business owners.

Advisor Guides

Gain access to a wealth of continuously updated insights and educational resources to cultivate and automate your firm.

On-Demand Seminars

Don’t miss our upcoming webinars, where we discuss best practices for financial advisors to grow their business.

Training Events

We provide a broad selection of events that cover everything from proven scalable processes to holistic planning strategies.

Prosperity Capital Advisors A Registered Investment Advisor