Prosperity Capital Advisors | Charleston - Palo Alto

Financial ServicesSouth Carolina, United States2-10 Employees

Prosperity Capital Advisors | Charleston - Palo Alto operates in the financial services industry and provides financial planning and investment advisory services through an SEC-registered investment advisor, Prosperity Capital Advisors (PCA). The firm serves clients in Charleston, South Carolina and Palo Alto, California, offering retirement planning, investment management, tax strategies, insurance, and estate planning. It emphasizes expertise in stock options, equity compensation, and concentrated stock to improve tax efficiency, liquidity planning, and early retirement strategies. The organization is small, with 2-10 employees, and is located at 171 Church Street 310, Charleston, South Carolina, United States. The company maintains a website at alisonwealth.com. In December 2024, the firm announced the introduction of a Charitable Remainder Trust (CRT) as part of its services.

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