◈ Homepage — https://alisonwealth.com/Who We Serve Holistic Approach Our Process Who We Are Locations Resources From Complexity to Clarity Where Sophisticated Wealth Management Meets Personal Attention Tax-Smart Strategies | Family Office Experience | Proactive Coordination You've worked with financial advisors. You've worked with CPAs. You've worked with estate attorneys. But you've never worked with a team that brings it all together like this. SCHEDULE A CONVERSATION The Common Challenge Most successful individuals and businesses have multiple advisors but no true quarterback coordinating their complete financial picture. The result? Missed opportunities, unnecessary taxes, and the burden of trying to piece it all together yourself. LEARN MORE A Different Kind of Wealth Management Experience True Expert Integration Where most firms just manage investments, we coordinate every aspect of your financial life—from tax strategy to estate planning to investment management. Tax-Smart Strategy Our team includes CPAs and Enrolled Agents who proactively identify tax-saving opportunities others miss. We specialize in reducing lifetime taxes. Family Office Experience Access sophisticated strategies and conceirge services typically reserved for ultra-high-net-worth families, delivered with personal attention. Appearances See awards and accolades here TESTIMONIALS Read What Our Clients Are Saying Read about real experiences from our clients. - Tom A. (Head of Facebook) Alison Wealth Management provides me with a partner to holistically manage our family's financial health... Working with them is like having a personal CFO - when I want to dig into the details on something they can analyze and advise, and when I want to spend less time on finances and more of my energy on my family, career, or "the business of life" I can trust them to manage our financial plan and free up my time for other things. The testimonial is the view of this individual client and does not represent the views of all clients.. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. July 2023. Read Full Testimonial - Erkay U. (Founder of Unico Studios) I am delighted with the exceptional work provided by Alison Wealth over the past three years... Their expertise in general financial advice, tax planning, and portfolio management has truly made a positive impact on my financial journey. Over the years, they have consistently provided valuable recommendations tailored to my specific needs, demonstrating a deep understanding of the ever- changing financial landscape. The testimonial is the view of this individual client and does not represent the views of all clients.. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. July 2023. Read Full Testimonial - Jason O. (VP at Institutional Cash Distributors) Working with Dave and his team at Alison Wealth Management has been, no hyperbole, a revelation for me... My finances, investments and lack of structure and organization around them, was a constant source of anxiety and frustration (with myself) in my life. Now it is a source of calm and confidence. The testimonial is the view of this individual client and does not represent the views of all clients.. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. July 2023. Read Full Testimonial Who We Serve Designed for Complexity, Delivered with Clarity High-Net-Worth Retirees High-Income Professionals Businesses & Entrepreneurs Our Process Sophisticated Strategy Made Simple Step 1: Discover Understanding your complete picture Step 2: Design Creating your custom strategy Step 3: Deliver Implementing coordinated solutions Step 4: Dedicate Ongoing optimization and support Latest Insights Your Family Office Experience For ultra-high-net-worth families, managing wealth extends far beyond investment portfolios and financial planning.  READ NOW Should You Invest at All-Time Highs? With markets at record highs, investors worry: Is now the right time to invest, or should I wait? READ NOW Family Wealth Without Ruining the Next Generation For many ultra-high-net-worth families, the fear that inherited wealth will lead to entitlement, complacency, or a lack of ambition in future generations is very real. LISTEN NOW Ready for a Different Approach? Schedule a conversation to explore how our integrated approach could benefit you. BOOK A CALL TODAY LET'S TALK. Take the First Step. Name Email Phone Message NEXT STEPS Charleston Office 171 Church Street Suite 310 Charleston, SC 29401 Palo Alto Office 228 Hamilton Ave Floor 3 Palo Alto, CA 94301 [email protected] Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2026 FMG Suite. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Alison Wealth Management and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Alison Wealth Management are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to www.prosperitycapitaladvisors.com.  Alison Wealth Management DBA Alison Wealth Management & Insurance Solutions CA Insurance License: 6007755 and Dave Alison CA Insurance License: 0I02264 We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) Bringing tax, financial, retirement planning and investment management to clients in Silicon Valley, San Francisco Bay Area, Palo Alto, Woodside, Los Altos Hills, Mountain View, Cupertino, Sunnyvale, Menlo Park, Atherton, Redwood City, San Carlos, Saratoga, Mount Pleasant, Isle of Palms, Sullivan’s Island, Daniel Island, James Island, Johns Island, Summerville, Folly Beach, and Kiawah Island. ◈ Interior Pages — 40 pages crawledThe Bucket Plan Holistic Wealth Management Process Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request Our Process A Different Kind of Wealth Management Experience Beyond Traditional Financial Planning Most wealth management firms focus solely on investments and basic financial planning. At Alison Wealth Management, we deliver something fundamentally different: a truly comprehensive approach that brings together every aspect of your financial life. Why Our Process Matters For successful individuals and families, financial decisions rarely exist in isolation: Investment choices impact your tax situation Business decisions affect personal wealth Estate planning influences tax strategy Insurance decisions connect to legacy goals That's why we've developed a process that considers everything. The Bucket Plan Holistic Wealth Management Process Discovery & Alignment</strong><br/>" /> Step 1: Discovery & Alignment Understanding Your Complete Picture   More than gathering numbers, we dive into: Your goals and values Current financial structure Tax situation and opportunities Risk management needs Estate planning wishes Business considerations Family dynamics This isn't about filling out forms—it's about understanding what truly matters to you and your family.   Step 2: Strategic Design Creating Your Custom Blueprint Our team of specialists collaborates to: Analyze your current situation Identify immediate opportunities Design tax optimization strategies Create investment approach Develop protection strategies Outline estate planning needs Structure business integration Every recommendation is made within the context of your complete financial picture. Step 3: Delivery of Solutions Bringing Your Plan to Life We handle all the details for you: Account transitions Investment positioning Tax strategy implementation Insurance optimization Estate plan coordination Business strategy integration Professional team coordination You'll know exactly what's happening at every step, without having to manage the complexity yourself.   " /> Step 4: Dedicated Partnership Ongoing Optimization and Support We stay ahead of your needs through: Regular strategy reviews Proactive tax planning Investment monitoring Risk assessment Estate plan updates New opportunity identification Continuous coordination This isn't a one-time plan—it's an ongoing partnership focused on optimizing your wealth outcomes.   " /> The Five Pillars of Our Approach At Alison Wealth Management, we’re a little bit different from other firms. For most individuals and families seeking advice on their financial, tax, insurance, investment, or legal needs, they are forced to meet with different professionals. Those professionals operate in silos and they don't all collaborate on your behalf. In many cases, each of those professionals are just trying to sell their individual products or services. The result is that you may have a lot of puzzle pieces — investment products, insurance policies, tax services, maybe even a will or a trust — but no picture on the front of the box to show how they all come together. That’s where we come in as skilled practitioners in all aspects of your finances and a process that helps you meet even the most complex needs. How We Work 1. Financial Planning Comprehensive modeling Goal achievement strategies Cash flow optimization Retirement planning Education funding Major purchase planning 2. Asset Management Custom portfolio design Tax-efficient investing Risk management Alternative investments Real estate integration Business asset coordination 3. Tax Management Proactive tax planning Multi-year tax projection Tax-loss harvesting Roth conversion analysis Charitable giving strategies Business tax integration 4. Protection Planning Risk assessment Insurance analysis Asset protection Healthcare planning Income protection Business continuation 5. Legacy Planning Estate tax minimization Wealth transfer design Charitable strategies Business continuity & succession Family education Legacy preservation Your Experience With Us Clear Communication Regular updates Proactive outreach 24/7 portal access Quick response times Educational resources Team availability Coordinated Execution Single point of contact Professional team coordination Seamless implementation Progress tracking Regular reviews Strategy adjustments Ongoing Partnership Proactive planning Regular meetings Strategy updates New opportunity identification Life change support Continuous optimization Getting Started is Simple " /> Step 1: Initial Introductory Call A relaxed discussion to explore if we're the right fit for your needs. " /> Step 2: Discovery Meeting A deeper dive into your complete financial picture and objectives. " /> Step 3: Strategy Meeting We present our comprehensive recommendations and implementation plan. " /> Step 4: Welcome Aboard Our team handles all the details of implementing your strategy. Your Next Step Schedule a conversation to explore how our comprehensive process can help you: Optimize your wealth strategy Reduce your tax burden Protect your legacy Achieve your goals Simplify your financial life Our process is designed to deliver what successful individuals, families, and businesses really need: sophisticated solutions made simple through comprehensive coordination and proactive support. Schedule a Conversation Have a Question? Name Email Address Phone Question Send Thank you! Oops! Contact Office:  (888) 617-3402 171 Church Street Suite 310 Charleston, SC 29401 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospect Sam Sharps Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request Sam Sharps Paraplanner 888-617-3402 [email protected] Download Contact Sam Sharps Sam Sharps is a dedicated and motivated Paraplanner at Alison Wealth Management, where he plays a key role in supporting clients and advisors through planning, operations, client service, and investment management. Based in Charleston, South Carolina, Sam brings enthusiasm and a genuine desire to help clients feel informed and confident about their financial future. Education & Experience Before joining Alison Wealth Management, Sam spent two years as a Client Service Associate at Sequoia Financial Group, an RIA firm, where he developed strong skills in client relations, operations, and portfolio support. He graduated from Bridgewater College in Virginia with a degree in Business Administration in 2023 and currently holds his SIE license. Sam’s strengths lie in his ability to provide exceptional operational support and assist advisors in delivering seamless client experiences. As he continues to grow within the firm, Sam is expanding his expertise in investment management to further help clients achieve their financial goals. He plans to pursue his Series 65 license and ultimately earn his CERTIFIED FINANCIAL PLANNER™ designation to become a wealth advisor. Get to Know Sam Driven by his passion for helping others, Sam finds fulfillment in guiding clients through the often complex and emotional world of money. He believes that education is key to trust — ensuring that clients understand each step of the process so they can remain confident, even during uncertain market conditions. Outside of work, Sam enjoys staying active through running and working out, spending time on the golf course, and taking his corgi to the beach near his home in Charleston. Contact Office:  (888) 617-3402 171 Church Street Suite 310 Charleston, SC 29401 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Alison Wealth Management and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Alison Wealth Management are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site ( www.adviserinfo.sec.gov ). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to  www.prosperitycapitaladvisors.com .  Alison Wealth Management DBA Alison Wealth Management & Insurance Solutions CA Insurance License : 6007755 and Dave Alison  CA Insurance License :  0I02264 We take protecting your data and privacy very seriously. As of January 1, 2020 the  California Consumer Privacy Act (CCPA) Bringing tax, financial, retirement planning and investment management to clients in Silicon Valley, San Francisco Bay Area, Palo Alto, Woodside, Los Altos Hills, Mountain View, Cupertino, Sunnyvale, Menlo Park, Atherton, Redwood City, San Carlos, Saratoga, Mount Pleasant, Isle of Palms, Sullivan’s Island, Daniel Island, James Island, Johns Island, Summerville, Folly Beach, and Kiawah Island.   Charleston Holistic Wealth Management Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request Holistic Wealth Management & Financial Advisors in Charleston, SC Alison Wealth Management uses a strategic and integrated approach to wealth management that caters to the unique needs of families of considerable wealth, entrepreneurs, high-net-worth individuals planning for retirement, and affluent clients with stock options. For those we serve in Charleston and the surrounding areas, we excel in simplifying complex financial issues and implementing innovative methods to optimize your wealth. Let's Chat Trusted Financial Experts Alison Wealth Management, led by notable financial advisor and visionary, Dave Alison CFP®, EA, BPC , is built around a team with a wide spectrum of specializations. Each of our advisors are a CFP® along with either a CPA or Enrolled Agent (America's Tax Experts) so they can leverage their specialized knowledge in both financial planning, investments and taxes to advise you on financial decisions to meet your needs and exceed your expectations. Dave Alison is also the Founding Partner of Prosperity Capital Advisors, an SEC Registered Investment Advisor managing over $3.9 billion of client assets. Dave currently serves in the role of President and Co-Chair of the Investment Committee. Alison Wealth Management is proud to be a BBB Accredited Business. Our Holistic Approach to Wealth Management in Charleston We are dedicated to simplifying our clients’ financial lives through integrated holistic wealth management. From investment strategy and tax management to legacy, asset protection, and retirement planning, our firm offers a comprehensive range of services built around  the five integrated pillars of holistic wealth management . Our expertise covers a broad spectrum, including investment management, tax optimization, retirement planning, & strategies for managing stock options & RSUs. Our team includes certified financial planners, tax experts, & wealth managers who deliver a holistic advisory experience. Whether it's planning for retirement, minimizing taxes, or exploring estate & legacy planning options, we aim to ensure your wealth is managed comprehensively. Additionally, we offer specialized concierge services for ultra high net worth (UHNW) clients through our multi family office approach to managing their wealth. Personalized Financial Planning As a fiduciary, we offer exceptional skill and commitment to quality and your best interest in financial advising and planning. We treat establishing your financial plan as the base for our advisor-client relationship — and ensure it’s your thorough road map to a healthy financial future. Our experts collaborate with you to look at your entire financial picture and educate you as we craft a dynamic plan that aligns with your short and long-term goals and reflects your lifestyle needs. Tailored Asset Management Your considerable wealth requires a firm with greater capabilities, and that’s where our relationship with Prosperity Capital Advisors (PCA) comes in. A registered investment advisory entrusted with nearly $2 billion of client assets as of August 2023, PCA has an integrated investment platform that combines some of the world’s largest asset managers and boutique managers, for a personalized investment experience. This means that no matter what your goals are, our team can create a tax-efficient portfolio tailored to your risk tolerance to help you yield wealth outcomes that serve you better. Strategic Tax Management Along with more wealth comes the inevitable reality of greater tax liabilities. With most of our clients being in a situation where they need to navigate the top federal and state tax brackets, we know how to ease your burden and give you clarity. Amidst a sea of firms offering tax preparation and planning, only Dave Alison helped develop The Tax Management Journey® process that’s integral to our offerings and used by advisors across the country. This tax management approach includes strategies like strategic Roth conversions, charitable giving tactics, concentrated stock management, estate and transfer tax minimization, tax efficient retirement income distribution planning, and more. Protection Planning Leveraging our extensive experience aiding clients and advanced strategies, Alison Wealth Management will work to shield your wealth from potential risks. And by continuously watching over your assets, we can help ensure they remain secure over time. No matter if you require a basic insurance policy review to get the most out of your benefits and minimize costs, more complex needs like entity selection, or utilizing alternative assets to help protect against market volatility, our highly skilled financial professionals will help you rest assured that your wealth is safe. Thoughtful Legacy Planning Our advisors are here to help you through every stage of your financial journey, from accumulation through distribution. We’re here to provide you and your loved ones with total comfort that your wealth, even beyond your lifetime, is optimized. With care, our specialists walk you through the intricacies of estate and legacy planning and make what seems like massive decisions worry-free and seamless. Our team combines the resources of estate planning attorneys to bring legal expertise along with our personal regard for your values to protect your legacy and ensure your beneficiaries are looked after exactly as you wish. Our Client-Specific Services How We Help High-Net-Worth Retirees Planning ahead has its benefits, and that’s especially true for high-net-worth individuals approaching retirement. For the best wealth outcomes, you should start getting ready for your retirement several years before you decide to stop working. Using the renowned Bucket Plan® process and our comprehensive knowledge of your finances, we get out in front and create a path to a comfortable retirement while preserving your wealth, minimizing taxes, accounting for risk, managing your investments, and planning your legacy. Learn more... Helping Business Owners & Entrepreneurs Excel At Alison Wealth Management, we not only serve business owners, but our team is also comprised of them. That means we have unique insight into financial best practices and an insider’s perspective. With our understanding of the financial strides and hurdles of today’s business owners, we offer proactive planning strategies and personalized solutions if you’re looking to grow your business, secure your wealth, manage risk, and plan for your succession or exit. Learn more... Empowering Affluent Clients with Stock Options We've cemented our position as equity compensation specialists in Charleston by providing holistic wealth management services, especially for individuals with stock options or company equity. Our team offers strategies and education on how to leverage your equity compensation for optimal wealth outcomes, no matter if you work for a large company like Boeing, or a private startup. Whether you have restricted stock units (RSUs), non-qualified stock options (NSOs), incentive stock options (ISOs), employee stock purchase plans (ESPP), or more complex structures like Section 1202 qualified small business stock (QSBS), we’ll help you make decisions that align with your overall goals. Learn more... Pr Wealth Management in Palo Alto, CA & Charleston, SC Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request Locations Palo Alto, CA Through our holistic approach, Alison Wealth Management excels in catering to the unique needs of high-net-worth families, business owners, tech professionals, affluent retirees, and more in Palo Alto and throughout Silicon Valley.  View Location Charleston, SC For those we serve in Charleston and the surrounding areas, we excel in simplifying complex financial issues and implementing innovative methods to optimize your wealth. View Location Secure & Simplify Your Financial Future Today! With our holistic approach and personalized strategies, we provide affluent individuals and businesses clarity and confidence on their finances now and for generations to come. Take the first step towards securing your financial future — schedule a introductory phone call with Alison Wealth Management today! Schedule a Call Have a Question? Name Email Address Phone Question Send Thank you! Oops! Contact Office:  (888) 617-3402 171 Church Street Suite 310 Charleston, SC 29401 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Alison Wealth Management and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Alison Wealth Management are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site ( www.adviserinfo.sec.gov ). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to  www.prosperitycapitaladvisors.com .  Alison Wealth Management DBA Alison Wealth Management & Insurance Solutions CA Insurance License : 6007755 and Dave Alison  CA Insurance License :  0I02264 We take protecting your data and privacy very seriously. As of January 1, 2020 the  California Consumer Privacy Act (CCPA) Bringing tax, financial, retirement planning and investment management to clients in Silicon Valley, San Francisco Bay Area, Palo Alto, Woodside, Los Altos Hills, Mountain View, Cupertino, Sunnyvale, Menlo Park, Atherton, Redwood City, San Carlos, Saratoga, Mount Pleasant, Isle of Palms, Sullivan’s Island, Daniel Island, James Island, Johns Island, Summerville, Folly Beach, and Kiawah Island.   Financial Advisor Specializing in Stock Options Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request Turn High Income into Lasting Wealth The Challenge of Success You're successful. Your income is strong. But with that success comes complexity: Rising tax obligations eating away at your earnings Complex financial decisions requiring more time and attention Multiple financial professionals working in silos Constant worry about missed opportunities The burden of coordinating everything yourself Less time for what truly matters The question isn't whether you can manage it all—it's whether you should have to. A Different Kind of Partnership At Alison Wealth Management, we deliver something uniquely valuable for high-income professionals: a true family office experience that coordinates and optimizes every aspect of your financial life . Schedule a Intro Call Why High-Income Professionals Choose Us The Tax Reality Without proper planning, taxes can be your largest lifetime expense. Consider: Federal income tax rates up to 37% State income taxes Medicare surtax Alternative Minimum Tax (AMT) Capital gains taxes Estate taxes It's not what you earn—it's what you keep. Our integrated tax strategy helps ensure you're not paying more than necessary. Your Personal Financial Headquarters Total Coordination Tax strategy integration Investment management Equity compensation optimization Risk management Estate planning Retirement strategy   Proactive Execution Regular strategy reviews Tax planning meetings Investment updates Opportunity identification Risk assessment Ongoing optimization Our Family Office Experience What Sets Us Apart Complete Integration One coordinated team Cross-disciplinary expertise Proactive planning Seamless execution Clear communication Professional Team CERTIFIED FINANCIAL PLANNERS™ CPAs and Enrolled Agents Investment Strategists Estate Planning Specialists Risk Management Experts Institutional Capabilities Sophisticated investment solutions Advanced planning strategies Research team support Cutting-edge technology Institutional resources The Power of Delegation Imagine: No more coordinating between advisors No more wondering about missed opportunities No more tax-season surprises No more piecing together disparate advice More time for what truly matters Schedule Initial Meeting How We Help You Win Tax-Smart Wealth Building Multi-year tax projections Investment tax optimization Strategic tax harvesting Roth conversion analysis Charitable giving strategies Estate tax minimization Investment Excellence Custom portfolio design Tax-efficient strategies Alternative investments Private market access Risk management Regular rebalancing Protection & Planning Risk assessment Insurance optimization Asset protection Healthcare planning Estate coordination Legacy design Who We Serve Ideal Partnership Profile: Income of $500K+ Appreciation for expertise Value comprehensive planning Seeking tax optimization Want coordinated strategy Prefer to delegate Your Experience With Us Initial Partnership Initial Discovery Share your goals and concerns Review current situation Identify opportunities Discuss our approach Strategy Design Comprehensive analysis Tax optimization plan Investment strategy Protection recommendations Solution Delivery Coordinated execution Account transitions Tax strategy implementation Investment positioning Ongoing Dedication Regular reviews Proactive updates Strategy adjustments New opportunity identification The Next Step Schedule a conversation to explore how we can help you: Optimize your tax strategy Build lasting wealth Protect what you've earned Create your legacy Simplify your financial life Schedule Initial Conversation Success brings opportunity—and complexity. Our mission is to help you optimize the opportunities while we handle the complexity. Why Act Now? Every day without proper tax and wealth strategy means: Potential tax savings missed Investment opportunities overlooked Unnecessary risks unaddressed Time spent on financial complexity Peace of mind delayed Schedule Initial Conversation Have a Question? Name Email Address Phone Question Send Thank you! Oops! Contact Office:  (888) 617-3402 171 Church Street Suite 310 Charleston, SC 29401 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Alison Wealth Management and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Alison Wealth Management are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site ( www.adviserinfo.sec.gov ). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Pr Fiduciary Tax & Financial Advisors in Palo Alto Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request Tax & Financial Advisors in Palo Alto, CA Through our holistic approach, Alison Wealth Management excels in catering to the unique needs of high-net-worth & ultra high-net-worth families, business owners, tech professionals, affluent retirees, and more in Palo Alto and throughout Silicon Valley. Our expertise lies in crafting personalized plans and implementing proven processes to optimize your wealth now and in the future. Let's Chat Financial Experts You Can Trust Led by the nationally recognized financial advisor, Dave Alison CFP®, EA, BPC , the exceptional team at Alison Wealth Management is driven by an unwavering passion to simplify clients' financial journeys through comprehensive services. Dave was inspired to start our firm after helping his brother navigate the unique financial challenges that came with being a CTO and founder of a tech startup, later acquired by Facebook (Meta), knowing many others in Silicon Valley could benefit from this holistic wealth management approach too. With a diverse skill set, our team of CFP® professionals, Enrolled Agents (America's Tax Experts), and CPAs provide expert guidance tailored to your needs. Dave Alison is also the Founding Partner of Prosperity Capital Advisors, an SEC Registered Investment Advisor managing over $3.2 billion of client assets. Dave currently serves in the role of President and Co-Chair of the Investment Committee. Our Holistic Approach to Wealth Management in Palo Alto Our firm strives to make our clients’ lives easier through the five integrated pillars of holistic wealth management . From coordinated asset and tax management to estate, retirement, and protection planning — our specialists and financial advisors in Palo Alto offer everything you need in one place to protect and grow your wealth. Our expertise covers a broad spectrum, including investment management, tax optimization, retirement planning, & strategies for managing stock options & RSUs. Our team includes certified financial planners, tax experts, & wealth managers who deliver a holistic advisory experience. Whether it's planning for retirement, minimizing taxes, or exploring estate & legacy planning options, we aim to ensure your wealth is managed comprehensively. Additionally, we offer specialized concierge services for ultra high net worth (UHNW) clients through our multi family office approach to managing their wealth. 1. Comprehensive Financial Planning & Advisory As a fiduciary, we possess unparalleled skill in creating comprehensive financial plans that seamlessly align with your short and long-term goals, ensuring a path to lasting financial well-being. Developing a financial plan is the foundation of beginning a new relationship with our clients. It is the roadmap of where you want to go and allows us to chart the most efficient path to help you get there. 2. Professional Asset Management To help you accomplish even the most nuanced financial goals, we lean on our relationship with Prosperity Capital Advisors — a registered investment advisory entrusted with just over $1.7 billion of client assets as of December 31, 2022 — to personalize asset management plans. PCA’s investment platform combines some of the world’s largest asset managers and boutique managers, allowing us to construct an investment portfolio designed to maximize returns that is aligned with your risk tolerance and objectives. 3. Advanced Tax Management While living and working in Silicon Valley brings many perks, one major challenge can be the massive tax liability you face. Most of our clients find themselves in the highest federal and state tax brackets, with a top marginal bracket of over 50% of their income going to pay taxes. At Alison Wealth, our team of true tax experts look at your total financial picture with a focus on mitigating your lifetime tax liability. While other firms may provide tax preparation, and some might even offer tax planning services, only Dave Alison pioneered The Tax Management Journey® — our process to help our clients maximize their income and minimize their taxes. This includes tax management strategies such as Roth conversions, stock option exercise and AMT management, charitable giving strategies, and many other techniques to reduce your lifetime tax burden. 4. Protection Planning Alison Wealth Management builds customized strategies to shield your wealth from potential risks, while maintaining vigilant, ongoing monitoring to ensure its security against evolving threats. Whether it is a basic insurance policy review to ensure you are maximizing benefits and minimizing costs, to more sophisticated entity selection for business owners, the team at Alison Wealth can help ensure all the “what-ifs” are covered. 5. Proactive Legacy Planning At Alison Wealth, we recognize that building a legacy isn't solely about accumulating wealth — it's about crafting a lasting impact that extends far beyond one's lifetime. Our team specializes in guiding clients through the labyrinth of legacy and estate planning, ensuring their hard-earned assets are thoughtfully preserved and seamlessly transitioned to the next generation. With a keen understanding of legal intricacies and a profound respect for individual values, we collaborate closely with clients to tailor comprehensive strategies to their aspirations while safeguarding their legacies Our Client-Specific Services Helping Tech Clients Optimize Their Stock Options We’ve earned our reputation as a fiduciary in Palo Alto by providing holistic wealth management to individuals with equity compensation, particularly those within the tech industry. Our team will help you understand your restricted stock units (RSUs), incentive stock options (ISOs), non-qualified stock options (NSOs), employee stock purchase plans (ESPP), as well as more complex structures such as Section 1202 qualified small business stock (QSBS). Whether you work for a public mega cap company such as Meta, Google, or Apple, or a private startup, we will be by your side to help you make informed financial decisions. Learn more... Guiding High-Net Worth Retirees As retirement approaches, a new set of financial complexities is on the horizon, especially for high-net- worth individuals. While you may not have the time or expertise to craft detailed strategies for getting the most out of your wealth, our firm does. We’ll help you start navigating this new financial landscape several years ahead of your retirement to maximize your income, minimize your tax liability, manage your investment risks, plan your legacy, and more. The earlier you begin planning, the easier it is to spend your retirement at ease knowing your finances are being secured by a team of professionals. Learn more... Tailoring Solutions for High-Value Business Owners Alison Wealth Management understands the financial challenges and opportunities a business owner faces today. Our services are designed to help you grow your business plus, protect and preserve your wealth. With our comprehensive approach to wealth management, we’re as concerned about the goals of your business as much as your personal finance goals. We’ll make sure you’re set up for success whether you aspire to expand your business, manage risk, or plan for suc Estate | Alison Wealth Management Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request Estate Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Featured Video Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate. Have A Question About This Topic? Name Email Address Message Thank you! Oops! Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy? 3 Estate Challenges for Blended Families This article will help your clients with blended families think and prepare their estate strategy. Safeguard Your Digital Estate If you died, what would happen to your email archives, social profiles and online accounts? Articles Calculators Videos Intellectual Property Rocks in a New Digital Era Intellectual property ownership and its implications for ordinary people and estates. Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy. Managing the Risk of Outliving Your Money Steps to help you sustain and grow your retirement savings. A Primer on Irrevocable Life Insurance Trusts Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives. Steps to Protecting a Child with Disabilities Planning for children with special needs can be confusing but by working together, we can help navigate those challenges. Problems with Probate Probate can be a completely public process, or it can be managed to include as little information as possible. View all articles Comparing Mortgage Terms Compare different mortgage term lengths side by side to find the option that fits your budget. View all calculators Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate. Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? When Do You Need a Will? When do you need a will? The answer is easy: Right Now. 4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. Safeguard Your Digital Estate If you died, what would happen to your email archives, social profiles and online accounts? Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy? View all videos Articles Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues. When Heirs are Imperfect The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive. 4 Steps to Protecting a Child with Disabilities Planning for a child with special needs can be complicated, confusing, and even overwhelming. Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy. Intellectual Property Rocks in a New Digital Era Intellectual property ownership and its implications for ordinary people and estates. Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking. View all articles Calculators Comparing Mortgage Terms Compare different mortgage term lengths side by side to find the option that fits your budget. View all calculators Videos 4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate. Safeguard Your Digital Estate If you died, what would happen to your email archives, social profiles and online accounts? Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy? View all videos Contact Office:  (888) 617-3402 171 Church Street Suite 310 Charleston, SC 29401 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Alison Wealth Management and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Alison Wealth Management are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site ( www.adviserinfo.sec.gov ). For additional information about PCA, including fees and service Brittany Newsome | Alison Wealth Management Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request Brittany Newsome Client Service Administrator (888) 617-3402 [email protected] Meet Brittany Newsome, a dedicated and compassionate professional with a strong background in client service. With extensive experience as a Treatment Coordinator in the dental industry, Brittany brings a unique perspective to her role as a Client Service Associate at Alison Wealth Management. Education & Experience After graduating from Kennesaw State University, Brittany spent a decade honing her skills and understanding client needs. Prior to joining Alison Wealth, Brittany served as a Client Coordinator at Levesque & Associates, where she consistently exceeded expectations and supported client relationships alongside the firm's advisors. Brittany's exceptional energy and compassion have made her an invaluable asset to clients and her team. With her unwavering commitment to client satisfaction, exceptional interpersonal skills, and a strong work ethic, Brittany uses her expertise every day to help those who turn to Alison Wealth Management. Her ability to build meaningful relationships and go the extra mile contributes to our firm's success in providing top-notch service to our valued clients. Get to Know Brittany Brittany cherishes her role as a mother to her two daughters, balancing her work and family life with grace. In her spare time, Brittany actively supports West Cobb Softball as a board member, fostering growth in youth sports. She also enjoys quality time with her loved ones, family trips to the beach, and staying active through Crossfit Warrior Pride in Marietta. Schedule Now Contact Office:  (888) 617-3402 171 Church Street Suite 310 Charleston, SC 29401 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Alison Wealth Management and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Alison Wealth Management are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site ( www.adviserinfo.sec.gov ). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to  www.prosperitycapitaladvisors.com .  Alison Wealth Management DBA Alison Wealth Management & Insurance Solutions CA Insurance License : 6007755 and Dave Alison  CA Insurance License :  0I02264 We take protecting your data and privacy very seriously. As of January 1, 2020 the  California Consumer Privacy Act (CCPA) Bringing tax, financial, retirement planning and investment management to clients in Silicon Valley, San Francisco Bay Area, Palo Alto, Woodside, Los Altos Hills, Mountain View, Cupertino, Sunnyvale, Menlo Park, Atherton, Redwood City, San Carlos, Saratoga, Mount Pleasant, Isle of Palms, Sullivan’s Island, Daniel Island, James Island, Johns Island, Summerville, Folly Beach, and Kiawah Island.   Personal Information Form Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request Personal Information Form Name Email Address Message Prohibit the sale of personal information Request copies of personal information Request deletion of personal information Thank you! Oops! Contact Office:  (888) 617-3402 171 Church Street Suite 310 Charleston, SC 29401 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Alison Wealth Management and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Alison Wealth Management are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site ( www.adviserinfo.sec.gov ). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to  www.prosperitycapitaladvisors.com .  Alison Wealth Management DBA Alison Wealth Management & Insurance Solutions CA Insurance License : 6007755 and Dave Alison  CA Insurance License :  0I02264 We take protecting your data and privacy very seriously. As of January 1, 2020 the  California Consumer Privacy Act (CCPA) Bringing tax, financial, retirement planning and investment management to clients in Silicon Valley, San Francisco Bay Area, Palo Alto, Woodside, Los Altos Hills, Mountain View, Cupertino, Sunnyvale, Menlo Park, Atherton, Redwood City, San Carlos, Saratoga, Mount Pleasant, Isle of Palms, Sullivan’s Island, Daniel Island, James Island, Johns Island, Summerville, Folly Beach, and Kiawah Island.   Holistic Approach to Wealth Management Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request True Integration: Where Everything Works Together The Challenge of Modern Wealth Management Picture your financial life as a complex puzzle: A financial advisor managing your investments A CPA handling your taxes An attorney for estate planning An insurance agent for protection A business advisor for company matters Each professional is competent. Each offers good advice. But they're all working in isolation, leaving you to piece everything together. The result? Missed opportunities. Unnecessary taxes. Uncoordinated strategies. And the constant burden of trying to make sense of it all. A Different Kind of Wealth Management At Alison Wealth Management, we believe there's a better way. Born from founder Dave Alison's experience helping his brother navigate complex decisions during his tech company's acquisition by Facebook, we've built something fundamentally different: truly integrated wealth management where everything works together. Schedule Initial Conversation The Five Pillars of Holistic Wealth Management 1. Financial Planning: Your Foundation Beyond Basic Planning Comprehensive financial modeling Strategic goal setting Cash flow optimization Education funding Retirement strategy Major purchase planning Most firms stop at basic planning. We see it as just the beginning. 2. Asset Management: Growing Your Wealth More Than Just Investments Custom portfolio design Tax-efficient investing Risk management Alternative investments Real estate integration Business asset coordination Investment decisions don't exist in isolation—they impact everything from taxes to estate planning. 3. Tax Management: Keeping More of What You Earn Proactive Tax Strategy Year-round tax planning Multi-year projections Strategic tax reduction Roth conversion analysis Business tax integration Estate tax minimization Tax management isn't just about trying to find savings each year, it's about minimizing your lifetime taxes. 4. Protection Planning: Safeguarding Your Future Strategic Risk Management Comprehensive risk assessment Insurance optimization Asset protection Business continuation Healthcare planning Income protection True wealth management isn't just about growing assets—it's about protecting what you've built. 5. Legacy Planning: Securing Your Impact Beyond Estate Planning Wealth transfer design Tax-efficient gifting Charitable strategies Business succession Family education Values preservation Your legacy is about more than money—it's about impact. The Alison Wealth Difference Our approach delivers: Comprehensive coordination Proactive strategy Team of specialists Integrated solutions Clear communication Your Experience With Us: A Team of Specialists Working Together CERTIFIED FINANCIAL PLANNERS™ CPAs and Enrolled Agents Investment Strategists Estate Planning Coordinators Business Advisory Experts Institutional Capabilities, Personal Attention Sophisticated investment solutions Advanced planning capabilities Institutional resources Research team support Cutting-edge technology Who We Serve Our Approach is Ideal For: High-net-worth retirees ($2.5M+ investable assets) High income professionals  ($500K+ income) Businesses & Entrepreneurs ($2M+ revenue) Successful families seeking coordination Take the Next Step Schedule Initial Conversation Schedule a conversation to explore how our integrated approach could: Simplify your financial life Reduce your tax burden Optimize your wealth strategy Protect your legacy Give you clarity and confidence True wealth management isn't about individual pieces—it's about making everything work together. That's what we deliver. Schedule a Consultation At Alison Wealth Management, our dedicated professionals are ready to be your trusted partners and give you the clarity and support you need. Book a call with us today to get started. Have a Question? Name Email Address Phone Question Send Thank you! Oops! Contact Office:  (888) 617-3402 171 Church Street Suite 310 Charleston, SC 29401 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Alison Wealth Management and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Alison Wealth Management are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site ( www.adviserinfo.sec.gov ). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to  www.prosperitycapitaladvisors.com .  Alison Wealth Management DBA Alison Wealth Management & Insurance Solutions CA Insurance License Insurance | Alison Wealth Management Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request Insurance Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. Featured Video Stay Safe with a Business Owner's Policy Learn the advantages of Business Owner's Policies with this highly educational and fun animated video. Have A Question About This Topic? Name Email Address Message Thank you! Oops! Your DNA Test A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold. Medicare At 65+ 65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible. The Other Sure Thing A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges. Articles Calculators Videos Can Group, Private Disability Policies Work Together? Loss of income from disability has the potential to cause financial hardship. Disability insurance can help. The Value of Insuring Against Life’s Risks Building wealth requires protection from the forces of wealth destruction. What You Should Do About Insurance Following a Divorce In the face of divorce, making changes to insurance coverage may be overlooked. Reviewing Your Life Insurance Needs Learn how the review process works and how it may help you better understand your Life Insurance. Term vs. Permanent Life Insurance When considering life insurance, it's important to understand your options. Breaking Down the Parts of Medicare Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece. View all articles How Long Will My Savings Last If I Become Disabled? See how long your current savings might last if a disability interrupted your income. Long-Term-Care Needs Estimate potential long-term care costs and what coverage may help address them. View all calculators Stay Safe with a Business Owner's Policy Learn the advantages of Business Owner's Policies with this highly educational and fun animated video. The Other Sure Thing A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges. The Wild West of Data Theft Learn about cyber liability insurance in this entertaining video. Your DNA Test A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold. Extended Care: A Patchwork of Possibilities What is your plan for health care during retirement? Dog Bites and Homeowners Insurance Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs. View all videos Articles When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases. A Home Insurance Claim: To File Or Not To File Learn when it may not make sense to file a claim on your home insurance. Insuring Your Business Against Cyber Liability 90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk? Prescription Drug Benefits Under Medicare (Part D) Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage When Does Your Personal Car Become a Commercial Vehicle? At what point can you call a personal vehicle commercial? Disability and Your Finances In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings. View all articles Calculators How Long Will My Savings Last If I Become Disabled? See how long your current savings might last if a disability interrupted your income. Long-Term-Care Needs Estimate potential long-term care costs and what coverage may help address them. View all calculators Videos Stay Safe with a Business Owner's Policy Learn the advantages of Business Owner's Policies with this highly educational and fun animated video. The Wild West of Data Theft Learn about cyber liability insurance in this entertaining video. The Other Sure Thing A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges. Extended Care: A Patchwork of Possibilities What is your plan for health care during retirement? Dog Bites and Homeowners Insurance Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs. Your DNA Test A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold. View all videos Contact Office:  (888) 617-3402 171 Church Street Suite 310 Charleston, SC 29401 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Alison Wealth Management and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Alison Wealth Management are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For Business Advisory & Capital Management Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request Transform Your Business Success into Lasting Wealth The Entrepreneur's Challenge As a successful business owner, you face unique complexities: Your business and personal finances are deeply intertwined Growth decisions impact both company and personal wealth Tax implications affect multiple entities Exit planning determines your family's future Time spent managing finances is time away from growth Multiple advisors working without coordination The stakes are too high for fragmented advice. A Framework Built for Business Owners The Entrepreneurial Value Framework® isn't just another business consulting program—it's a comprehensive system designed to maximize both your business value and personal wealth Schedule Initial Conversation Six Core Elements of Success Vision & Goals Alignment Where Are You Going? Priority identification "Know Your Number" analysis Gap assessment Strategic roadmap Goal achievement planning Clear vision drives powerful decisions. Value Enhancement Strategy Building Worth Valuation Report Risk mitigation planning Growth opportunity identification Key employee retention Profitability optimization Every decision either builds or diminishes value. Tax Minimization Blueprint Keeping More of What You Build Strategic income management Deduction optimization Credit utilization Multi-entity tax planning Lifetime tax reduction It's not just about this year's taxes—it's about lifetime tax efficiency. Entity Optimization & Protection Protecting What You've Built Structure optimization Asset protection Estate integration Trust strategies Risk management The right structure protects everything you've built. Continuity & Exit Planning Securing Your Future Emergency succession planning Buy-sell strategies Ownership transfer design Value maximization Legacy preservation Success isn't just about building—it's about transitioning on your terms. Business & Personal Wealth Alignment Making Everything Work Together The Bucket Plan® integration Investment strategy Retirement planning Legacy design Family security When business and personal wealth work together, everything improves. The Power of True Integration Our Approach One coordinated team Cross-disciplinary expertise Proactive planning Clear communication Regular updates Our Professional Team CERTIFIED FINANCIAL PLANNERS™ CPAs and Enrolled Agents Business Valuation Experts Exit Planning Specialists Investment Strategists Your Experience With Us Getting Started Initial Discovery Share your vision Review current situation Identify opportunities Discuss our approach Strategy Design Comprehensive analysis Value enhancement plan Tax minimization strategy Protection recommendations Solution Delivery Coordinated execution Structure optimization Strategy implementation Team coordination Ongoing Dedication Regular reviews Proactive updates Strategy adjustments Opportunity identification " /> Who We Serve Ideal Partnership Profile: Business revenue $2M+ Growth-oriented mindset Value comprehensive planning Seeking optimization Want coordinated strategy Ready to delegate Take the Next Step Schedule a conversation to explore how we can help you: Maximize business value Reduce tax burden Protect your wealth Plan your exit Secure your legacy Schedule Initial Conversation Why Act Now? Every day without proper business and personal wealth strategy means: Potential value enhancement missed Tax savings overlooked Exit opportunities delayed Unnecessary risks unaddressed Peace of mind postponed Your business success should fuel your personal wealth, not compete with it. Our mission is to make everything work together. Have a Question? Name Email Address Phone Question Send Thank you! Oops! Contact Office:  (888) 617-3402 171 Church Street Suite 310 Charleston, SC 29401 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Alison Wealth Management and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Alison Wealth Management are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site ( www.adviserinfo.sec.gov ). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to  www.prosperitycapitaladvisors.com .  Alison Wealth Management DBA Alison Wealth Management & Insurance Solutions CA Insurance License : 6007755 and Dave Alison  CA Insurance License :  0I02264 We take protecting your data and privacy very seriously. As of January 1, 2020 the  California Consumer Pri Holistic Approach to Wealth Management Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request True Integration: Where Everything Works Together The Challenge of Modern Wealth Management Picture your financial life as a complex puzzle: A financial advisor managing your investments A CPA handling your taxes An attorney for estate planning An insurance agent for protection A business advisor for company matters Each professional is competent. Each offers good advice. But they're all working in isolation, leaving you to piece everything together. The result? Missed opportunities. Unnecessary taxes. Uncoordinated strategies. And the constant burden of trying to make sense of it all. A Different Kind of Wealth Management At Alison Wealth Management, we believe there's a better way. Born from founder Dave Alison's experience helping his brother navigate complex decisions during his tech company's acquisition by Facebook, we've built something fundamentally different: truly integrated wealth management where everything works together. Schedule Initial Conversation The Five Pillars of Holistic Wealth Management 1. Financial Planning: Your Foundation Beyond Basic Planning Comprehensive financial modeling Strategic goal setting Cash flow optimization Education funding Retirement strategy Major purchase planning Most firms stop at basic planning. We see it as just the beginning. 2. Asset Management: Growing Your Wealth More Than Just Investments Custom portfolio design Tax-efficient investing Risk management Alternative investments Real estate integration Business asset coordination Investment decisions don't exist in isolation—they impact everything from taxes to estate planning. 3. Tax Management: Keeping More of What You Earn Proactive Tax Strategy Year-round tax planning Multi-year projections Strategic tax reduction Roth conversion analysis Business tax integration Estate tax minimization Tax management isn't just about trying to find savings each year, it's about minimizing your lifetime taxes. 4. Protection Planning: Safeguarding Your Future Strategic Risk Management Comprehensive risk assessment Insurance optimization Asset protection Business continuation Healthcare planning Income protection True wealth management isn't just about growing assets—it's about protecting what you've built. 5. Legacy Planning: Securing Your Impact Beyond Estate Planning Wealth transfer design Tax-efficient gifting Charitable strategies Business succession Family education Values preservation Your legacy is about more than money—it's about impact. The Alison Wealth Difference Our approach delivers: Comprehensive coordination Proactive strategy Team of specialists Integrated solutions Clear communication Your Experience With Us: A Team of Specialists Working Together CERTIFIED FINANCIAL PLANNERS™ CPAs and Enrolled Agents Investment Strategists Estate Planning Coordinators Business Advisory Experts Institutional Capabilities, Personal Attention Sophisticated investment solutions Advanced planning capabilities Institutional resources Research team support Cutting-edge technology Who We Serve Our Approach is Ideal For: High-net-worth retirees ($2.5M+ investable assets) High income professionals  ($500K+ income) Businesses & Entrepreneurs ($2M+ revenue) Successful families seeking coordination Take the Next Step Schedule Initial Conversation Schedule a conversation to explore how our integrated approach could: Simplify your financial life Reduce your tax burden Optimize your wealth strategy Protect your legacy Give you clarity and confidence True wealth management isn't about individual pieces—it's about making everything work together. That's what we deliver. Schedule a Consultation At Alison Wealth Management, our dedicated professionals are ready to be your trusted partners and give you the clarity and support you need. Book a call with us today to get started. Have a Question? Name Email Address Phone Question Send Thank you! Oops! Contact Office:  (888) 617-3402 171 Church Street Suite 310 Charleston, SC 29401 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Alison Wealth Management and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Alison Wealth Management are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site ( www.adviserinfo.sec.gov ). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to  www.prosperitycapitaladvisors.com .  Alison Wealth Management DBA Alison Wealth Management & Insurance Solutions CA Insurance License Family Office Services | Comprehensive Wealth Management Solutions Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request Beyond Traditional Wealth Management: The Alison Wealth Family Office Experience Dave Alison, CFP®, EA, BPC January 14, 2025 For ultra-high-net-worth families, managing wealth extends far beyond investment portfolios and financial planning. It encompasses the intricate choreography of complex family dynamics, business operations, and lifestyle needs that require a sophisticated, integrated approach. At Alison Wealth Management, we've developed a comprehensive family office experience that serves as the command center for our clients' multifaceted financial lives. Client Testimonial: Tom A. (Head of Facebook) Alison Wealth Management provides me with a partner to holistically manage our family's financial health... Working with them is like having a personal CFO - when I want to dig into the details on something they can analyze and advise, and when I want to spend less time on finances and more of my energy on my family, career, or "the business of life", I can trust them to manage our financial plan and free up my time for other things. The testimonial is the view of this individual client and does not represent the views of all clients.. No compensation was provided for this review. This testimonial does not provide a guarantee of future performance or success. July 2023.  The Business Owner's Dilemma Consider Michael, a successful technology company founder who recently sold his business for $100 million. While the liquidity event was cause for celebration, it also introduced new layers of complexity into his life. His calendar was suddenly filled with decisions about aircraft leasing options, hiring household staff, and restructuring his family's charitable giving - all while trying to maintain focus on his remaining business interests. Through our family office approach, we stepped in as Michael's personal financial command center. We evaluated and secured fractional jet ownership that aligned with his travel patterns, coordinated payroll and benefits for his household staff, and implemented a donor-advised fund and charitable trust structure that maximized the tax efficiency of his philanthropic goals. By taking these responsibilities off his plate, Michael could focus on what he did best - identifying new business opportunities and spending quality time with his family. The Multigenerational Family Challenge For the Martinez family, their third-generation manufacturing business had created substantial wealth, but also growing complexity as different branches of the family became involved in the enterprise. They needed more than traditional wealth management - they needed a strategic partner to help coordinate family governance, succession planning, and next-generation education. Our family office team facilitated regular family meetings, developed a family constitution to guide decision-making, and created customized financial education programs for the younger generation. We coordinated with their corporate legal team on business succession planning while simultaneously working with their estate planning attorneys to optimize wealth transfer strategies. This integrated approach helped preserve both family harmony and business continuity. Comprehensive Lifestyle Management The family office experience extends into the practical aspects of our clients' daily lives. When Sarah, a retired executive, needed to renovate her vacation home, our team didn't just provide financing options - we helped evaluate contractors, coordinate cash flow draws, and coordinated with her insurance provider to ensure proper coverage during construction. When she mentioned interest in expanding her wine collection, we connected her with other clients with significant expertise in procurement and coordination of proper storage solutions. Beyond Traditional Boundaries Traditional wealth management firms typically focus on investment management and basic financial planning. Our family office approach goes further, providing: Coordinated tax and estate planning across family business interests and personal wealth Private banking and specialized lending solutions for unique needs like aircraft financing or art collection loans Lifestyle concierge services including property management and household staff administration Family governance and next-generation education programs Philanthropic planning and private foundation management Risk management and insurance coordination across all assets and entities Integration is Key The true value of our family office experience lies not just in the breadth of services, but in their seamless integration. When a client wants to purchase a new vacation property, for example, we don't just analyze the investment aspect. We advise on the tax impact of ownership structure, work with insurance providers on coverage, assist with property management staffing, and ensure the purchase aligns with the family's overall estate planning strategy. A Partner for Complex Lives For families with substantial wealth, complexity is inevitable. Our family office experience transforms that complexity into clarity, providing a single point of coordination for all financial and lifestyle needs. We become more than just wealth managers - we serve as the trusted partner helping successful families navigate their unique challenges and opportunities. At Alison Wealth Management, we understand that true wealth management extends far beyond investment returns. Through our comprehensive family office experience, we help our clients not just manage their wealth, but leverage it to create the life and legacy they envision. To learn more about our Family Office Experience, schedule an introductory call today! Contact Office:  (888) 617-3402 171 Church Street Suite 310 Charleston, SC 29401 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which Dave Alison, CFP®, EA, BPC Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request Dave Alison, CFP®, EA, BPC Founder & CEO | Senior Wealth Advisor (888) 617-3402 [email protected] Meet Dave Alison Dave Alison is the Founder & CEO of Alison Wealth Management and the President & Founding Partner of Prosperity Capital Advisors. A nationally recognized leader in tax strategies, investment management, and holistic financial planning, Dave is dedicated to simplifying the financial lives of successful families, individuals, and business owners. Headquartered in Charleston, South Carolina, Alison Wealth Management helps clients align their wealth with their values and goals through an integrated approach that coordinates tax reduction, wealth building, retirement income planning, and advanced strategies for executives, entrepreneurs, and high-net-worth individuals. Awards & Media Appearances Dave’s leadership has earned him national recognition. Most recently, he was named Advisor of the Year (Regional – Southeast) at the 2025 InvestmentNews Awards.* His expertise has made him a trusted source for outlets such as Bloomberg, MarketWatch, Schwab, Forbes, Investor’s Business Daily, U.S. News & World Report, and Financial Planning Magazine. Education & Experience Dave’s career was shaped by helping his brother—Founder and CTO of a tech startup later acquired by Meta—navigate complex financial and tax planning decisions. This experience inspired him to establish Alison Wealth Management’s Palo Alto office, serving entrepreneurs and executives with similar needs. Today, the firm’s Charleston office serves as its headquarters, where Dave focuses on guiding ultra-high-net-worth families, individuals, and business owners through every aspect of their wealth. He holds a Bachelor of Science in Finance, the CERTIFIED FINANCIAL PLANNER™ designation, and is an Enrolled Agent authorized to represent clients before the IRS. He has also earned the Series 65 license, the Bucket Plan Certified™ designation, and life, health, and annuity licenses. As President & Founding Partner of Prosperity Capital Advisors, Dave leads a nationally acclaimed SEC-registered investment advisory firm that now manages over $3.9 billion in client assets. In this role, he also serves as Chair of the Investment Committee, overseeing investment strategy and execution for thousands of families nationwide. Get to Know Dave In addition to his work with clients, Dave is passionate about mentoring financial planners, CPAs, and estate planning attorneys, and is a frequent speaker at leading industry conferences. Away from the office, Dave enjoys life in Charleston with his wife, Alana, and their three daughters. An avid offshore fisherman, he can often be found trolling off the coast of Charleston when he’s not working or spending time with his family. Schedule Now *The InvestmentNews Awards follow a five-stage methodology to identify and honor excellence across the wealth management industry. First, nominations are accepted from a broad range of professionals and organizations nationwide, with no fee to enter. Next, the InvestmentNews team conducts research to supplement nominations and ensure no outstanding candidates are overlooked. In the third stage, selected excellence awardees are notified and invited to submit detailed entries addressing the award criteria. These submissions are then reviewed in stage four by an independent panel of industry leaders, who evaluate entries impartially using predefined criteria. Finally, winners are determined through a points-based system and announced at a formal awards ceremony, with promotional support offered to celebrate their achievement. Third-party rankings and recognition from rating services or publications are no guarantee of investment success. Working with a highly rated advisor does not ensure a current or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Contact Office:  (888) 617-3402 171 Church Street Suite 310 Charleston, SC 29401 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Alison Wealth Management and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Alison Wealth Management are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site ( www.adviserinfo.sec.gov ). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or The Bucket Plan Book Request Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request The Bucket Plan Book Request Contact Office:  (888) 617-3402 171 Church Street Suite 310 Charleston, SC 29401 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Alison Wealth Management and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Alison Wealth Management are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site ( www.adviserinfo.sec.gov ). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to  www.prosperitycapitaladvisors.com .  Alison Wealth Management DBA Alison Wealth Management & Insurance Solutions CA Insurance License : 6007755 and Dave Alison  CA Insurance License :  0I02264 We take protecting your data and privacy very seriously. As of January 1, 2020 the  California Consumer Privacy Act (CCPA) Bringing tax, financial, retirement planning and investment management to clients in Silicon Valley, San Francisco Bay Area, Palo Alto, Woodside, Los Altos Hills, Mountain View, Cupertino, Sunnyvale, Menlo Park, Atherton, Redwood City, San Carlos, Saratoga, Mount Pleasant, Isle of Palms, Sullivan’s Island, Daniel Island, James Island, Johns Island, Summerville, Folly Beach, and Kiawah Island.   Tax | Alison Wealth Management Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request Tax Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Featured Video The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. Have A Question About This Topic? Name Email Address Message Thank you! Oops! Making Your Tax Bracket Work Have you explored all your options when it comes to managing your taxable income? Tax & Estate Strategies for Married LGBTQ+ Couples Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community. What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability. Articles Calculators Videos Do You Owe The AMT? If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT. Filing Final Tax Returns for the Deceased The federal government requires deceased individuals to file a final income tax return. Capital Gains Tax When Selling Your Home If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes. Tax Rules When Selling Your Home The tax rules governing profits you realize from the sale of your home have changed in recent years. How Income Taxes Work A quick look at how federal income taxes work. What If You Get Audited? The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing. View all articles Social Security Tax Estimator Estimate how much of your Social Security benefit may be subject to federal income tax. Federal Capital Gains Tax Estimator Estimate your potential federal capital gains tax liability on the sale of an asset. Home Mortgage Deduction Use this calculator to assess the potential benefits of a home mortgage deduction. View all calculators Making Your Tax Bracket Work Have you explored all your options when it comes to managing your taxable income? The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. View all videos Articles What Do Your Taxes Pay For? Here's a breakdown of how the federal government spends your tax money. Do You Owe The AMT? If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT. You May Need to Make Estimated Tax Payments If… Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes. Tax & Estate Strategies for Married LGBTQ+ Couples Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community. How Income Taxes Work A quick look at how federal income taxes work. Tax Deductions You Won't Believe Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative. View all articles Calculators Federal Capital Gains Tax Estimator Estimate your potential federal capital gains tax liability on the sale of an asset. Social Security Tax Estimator Estimate how much of your Social Security benefit may be subject to federal income tax. Home Mortgage Deduction Use this calculator to assess the potential benefits of a home mortgage deduction. View all calculators Videos The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. Making Your Tax Bracket Work Have you explored all your options when it comes to managing your taxable income? View all videos Contact Office:  (888) 617-3402 171 Church Street Suite 310 Charleston, SC 29401 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Alison Wealth Management and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Alison Wealth Management are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site ( www.adviserinfo.sec.gov ). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to  www.prosperitycapitaladvisors.com .  Alison Wealth Management DBA Alison Wealth Management & Insurance Solutions CA Insurance License : 6007755 and Dave Alison  CA Insurance License :  0I02264 Should You Invest at Market Highs? Smart Strategies & Risks Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request Market Forecasts vs. Reality: Should You Invest at All-Time Highs? Dave Alison, CFP®, EA, BPC February 25, 2025 Each year, market analysts attempt to predict where the S&P 500 will end the year. They issue estimates ranging from optimistic highs to cautious lows. Yet, time and time again, the actual market performance falls outside these predictions—often by a wide margin. Now, with the stock market near an all-time high , investors are asking: Is now a good time to invest? What happens if the market declines from here? How should I protect my retirement assets? At Alison Wealth Management, we believe the key to financial success is not in market timing but in having a disciplined, structured investment strategy. Why Market Forecasts Are Almost Always Wrong Wall Street analysts spend months crafting forecasts, yet history shows that their predictions frequently miss the mark. Key Problems with Market Forecasting: Markets React to the Unexpected – Unforeseen events such as economic downturns, inflation spikes, or geopolitical tensions make predictions unreliable. Analysts Are Often Too Optimistic or Too Pessimistic – Their forecasts rarely align with reality, often underestimating major bull runs or failing to predict downturns. Short-Term Thinking Can Lead to Bad Decisions – Forecasts tend to focus on the next 12 months, whereas successful investing requires a long-term perspective . Historical Example: Forecasts vs. Reality Many analysts predicted that rising interest rates and inflation would cause a steep market decline in 2023. Instead, the S&P 500 soared beyond expectations , defying even the most optimistic predictions. This pattern repeats time and again—proving that no one can reliably predict short-term market movements . Investing at All-Time Highs: A Common Concern With markets at record highs, investors worry: Is now the right time to invest, or should I wait? The fear is understandable. The logic seems sound—if the market is at a peak, a decline could be around the corner. But history tells a different story. Key Insights About Investing at Market Highs: New highs are common – Markets frequently set new records; avoiding investing at highs means missing out on growth. Returns remain strong after all-time highs – Historical data shows that markets continue to rise over time, even after reaching record levels. Trying to time the market is risky – Investors who stay out of the market waiting for a dip often miss key growth periods . Below is a chart illustrating how markets have historically performed after reaching all-time highs: Source: Bloomberg, RBC GAM. Data for S&P 500 as of January 1, 1950 to March 2024. All-dates refers to rolling 1-, 2- and 3-year returns starting from each trading date during this time. Returns in U.S. dollars. An investment cannot be made directly into an index. The graph does not reflect transaction costs, investment management fees or taxes. If such costs and fees were reflected, returns would be lower. Past performance is not a guarantee of future results. The takeaway? Sitting on the sidelines waiting for a "better time to invest" is often a mistake. How Different Investors Should Approach Investing at All-Time Highs For Younger Investors with a Long Time Horizon If you're still working, saving, and building wealth, a market at an all-time high should not deter you from investing. Markets continue to rise over time – Investing regularly ensures participation in long-term growth. Dollar-cost averaging reduces risk – Investing consistently helps smooth out volatility. A diversified portfolio provides stability – Staying invested across asset classes mitigates risk. For Retirees or Those Nearing Retirement If you are retired or approaching retirement, market downturns can have a bigger impact on your financial security . That’s why The Bucket Plan® is essential—it ensures your assets are structured to withstand market volatility. 1. Ensure Your “Now” and “Soon” Buckets Are Fully Funded With markets at an all-time high, now is the time to review your retirement strategy : The Now Bucket (Up to a year 's worth of income needs) should have liquid, low-risk assets (cash, money market funds, short-term bonds) to cover your expenses for the near future. The Soon Bucket (2-10 years of income needs) should be invested conservatively , allowing for steady growth while minimizing downside risk. By fully funding these buckets now , retirees won’t need to sell stocks in their Later Bucket during a downturn , allowing them to ride out volatility. 2. Consider Alternative Investments to Hedge Against Market Corrections Traditional stock and bond investments can be volatile , so retirees should consider alternative strategies for downside protection and income stability in their Soon Bucket. Defined Outcome ETFs – Market exposure with built-in downside protection. Indexed Annuities – Principal protection with potential guaranteed income. Private Credit Funds – Higher income yields and diversification. Covered Call Income Strategies – Generating additional income while reducing downside risk. Protective Stock Option Strategies – Using options as insurance against a downturn. By strategically using these tools, retirees can reduce risk and generate predictable income. Final Thoughts: A Structured Plan Wins in Any Market While concerns about investing at an all-time high are understandable, history tells us that markets tend to keep growing over time. For younger investors , staying invested and contributing regularly is key to long-term success. For retirees , ensuring that short- and medium-term income needs are secure through The Bucket Plan® can help weather short-term market volatility . At Alison Wealth Management , we help clients build investment strategies that adapt to market conditions while keeping their long-term goals in focus. If you're wondering whether your portfolio is prepared for what’s ahead, schedule a consultation with our team today. Contact Office:  (888) 617-3402 171 Church Street Suite 310 Charleston, SC 29401 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 202 All Calculators | Alison Wealth Management Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request All Calculators Retirement The Power of 401k Catch-Ups Assess Your Life Insurance Needs My Retirement Savings Annuity Comparison Simple 401k Inflation & Retirement IRA Income Estimate Your RMD Roth 401(k) vs. Traditional 401(k) Emergency Fund Calculator What Rate Would I Need to Earn on My Savings? How Much Do I Need To Retire? Estate Comparing Mortgage Terms Investment How Long Will Your Money Last? Monthly Budget College Savings Comparing Investments Debt vs. Investment What Is My Net Worth? Student Loan Payoff Calculator: Extra Payments Can Save You Money Student Loan Refinance Calculator Wedding Budget Calculator Bi-Weekly Mortgage Payments Taxable vs. Tax-Deferred Savings What Is the Dividend Yield? Debt-to-Income Ratio Calculator The Power of Interest - How Long Will it take My Money to Double? How Can I Save a Million Dollars? How Compound Interest Works Insurance How Long Will My Savings Last If I Become Disabled? Long-Term-Care Needs Tax Home Mortgage Deduction Federal Capital Gains Tax Estimator Social Security Tax Estimator Money Credit Card Payoff Lifetime of Earnings Historical Inflation Lifestyle How Much Home Can I Afford? What's Your MPG? Should I Buy or Lease an Auto? Rent vs Buy Calculator   The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Contact Office:  (888) 617-3402 171 Church Street Suite 310 Charleston, SC 29401 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Alison Wealth Management and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Alison Wealth Management are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site ( www.adviserinfo.sec.gov ). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to  www.prosperitycapitaladvisors.com .  Alison Wealth Management DBA Alison Wealth Management & Insurance Solutions CA Insurance License : 6007755 and Dave Alison  CA Insurance License :  0I02264 We take protecting your data and privacy very seriously. As of January 1, 2020 the  California Consumer Privacy Act (CCPA) Bringing tax, financial, retirement planning and investment management to clients in Silicon Valley, San Francisco Bay Area, Palo Alto, Woodside, Los Altos Hills, Mountain View, Cupertino, Sunnyvale, Menlo Park, Atherton, Redwood City, San Carlos, Saratoga, Mount Pleasant, Isle of Palms, Sullivan’s Island, Daniel Island, James Island, Johns Island, Summerville, Folly Beach, and Kiawah Island.   Wealth Management For High Net Worth Retirees Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request Retirement Should Be About Living, Not Worrying The Challenge of Modern Retirement You've worked hard. You've saved diligently. You've built significant wealth. Yet as retirement approaches or unfolds, questions inevitably arise: Will my money last as long as I do? How do I turn my savings into reliable income? Am I paying more in taxes than I should? What if the market crashes right when I need my money? How do I protect what I've built for my family? These aren't just financial questions—they're questions that can keep you up at night. A Different Approach to Retirement At Alison Wealth Management, we believe retirement should be about enjoying life, not worrying about money. That's why we've developed a comprehensive approach that gives you clarity, confidence, and peace of mind. Let's Chat Understanding Your Retirement Journey The Three Phases of Modern Retirement Go-Go Years Active lifestyle Frequent travel New experiences Family adventures Bucket list achievements These early retirement years are precious. You should be focused on making memories, not monitoring markets. Slow-Go Years Relaxed pace Local activities Family time Home enjoyment Community involvement Your financial strategy should adapt as your lifestyle evolves, without requiring your constant attention. No-Go Years Comfort focus Healthcare needs Family support Legacy planning Simplified lifestyle Having the right strategy in place means knowing you're taken care of, no matter what life brings. " /> The Bucket Plan®: Clarity Through Organization A Revolutionary Approach to Retirement Income Imagine your retirement savings organized into three simple, purposeful buckets: Now Bucket: Peace of Mind Your next 1-2 years of income Emergency funds Healthcare reserves Always safe and liquid Zero market risk Know exactly where your next dollar is coming from, regardless of market conditions. Soon Bucket: Reliable Income Years 3-10 of retirement Conservative growth Steady income generation Inflation protection Risk management Create predictable income streams that maintain your lifestyle. Later Bucket: Long-Term Growth Years 10+ of retirement Growth potential Legacy building Tax optimization Future opportunity Build lasting wealth while protecting what matters most. Beyond Just Investment Management Comprehensive Retirement Solutions Tax-Smart Strategy Minimize retirement tax burden Strategic Roth conversions Tax-efficient withdrawals Charitable giving optimization Legacy tax planning Keep more of what you've worked so hard to save. Healthcare Planning Medicare optimization Long-term care strategy Healthcare cost planning Insurance analysis Family protection Know you're prepared for healthcare needs. Legacy Design Estate tax minimization Wealth transfer strategy Charitable giving Family education Values preservation Create the impact you envision. The Confidence That Comes With Clarity Our Promise to You Working with Alison Wealth Management means: Clear understanding of your complete financial picture Confidence in your retirement income strategy Professional tax optimization Coordinated estate planning Regular reviews and updates Proactive communication Your Experience With Us Getting Started is Simple Initial Conversation Share your retirement vision and concerns Strategy Design We create your personalized Bucket Plan Solution Delivery Our team handles all the details Ongoing Partnership Regular reviews and proactive updates Take the First Step Schedule a conversation to explore how we can help you: Create reliable retirement income Reduce your tax burden Protect what you've built Leave a lasting legacy Enjoy retirement with confidence Schedule Your Retirement Strategy Session Have a Question? Name Email Address Phone Question Send Thank you! Oops! Contact Office:  (888) 617-3402 171 Church Street Suite 310 Charleston, SC 29401 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Alison Wealth Management and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Alison Wealth Management are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site ( www.adviserinfo.sec.gov ). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to  www.prosperitycapitaladvisors.com .  Alison Wealth Management DBA Alison Wealth Management & Insurance Solutions CA Insurance License : 6007755 and Dave Alison  CA Insurance License :  0I02264 We take protecting your data and privacy very seriously. Jessica Morales Velasquez | Alison Wealth Management Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request Jessica Morales Velasquez Financial and Tax Support Intern [email protected] Meet Jessica Morales Velasquez, a driven and committed professional dedicated to making financial planning more accessible and empowering for individuals from all walks of life. As a Financial and Tax Support Intern at Alison Wealth Management, she is gaining hands-on experience in financial planning, tax preparation, and client service within a dynamic and collaborative environment. Education & Experience Jessica is currently pursuing a Business Administration degree at Winthrop University, with a concentration in Finance and Accounting. She is working toward both her CERTIFIED FINANCIAL PLANNER™ (CFP®) and certified public accountant designations, preparing for a career helping clients navigate their financial futures. At Alison Wealth Management, Jessica assists with client onboarding, account servicing, and meeting preparation. She supports tax preparers by organizing tax documents and performing data entry while also collaborating with financial advisors on reports, client data, and research. Additionally, she helps maintain the firm’s customer relationship management system and ensures high service standards. Jessica is an active member of the Financial Planning Association (FPA) and volunteers with VITA (Volunteer Income Tax Assistance), reinforcing her commitment to financial literacy and client support. In her long-term career, Jessica hopes to work toward redefining wealth management as a practical, approachable tool for everyone and leveraging her fluency in Spanish to connect with even more clients in need. Get to Know Jessica Outside of work and academics, Jessica enjoys reading, playing the piano, and relaxing at a coffee shop with an iced vanilla latte in hand. As the oldest of four sisters, she deeply values family, connection, and her Guatemalan heritage, always finding ways to strengthen her bonds with loved ones. Contact Office:  (888) 617-3402 171 Church Street Suite 310 Charleston, SC 29401 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Alison Wealth Management and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Alison Wealth Management are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site ( www.adviserinfo.sec.gov ). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to  www.prosperitycapitaladvisors.com .  Alison Wealth Management DBA Alison Wealth Management & Insurance Solutions CA Insurance License : 6007755 and Dave Alison  CA Insurance License :  0I02264 We take protecting your data and privacy very seriously. As of January 1, 2020 the  California Consumer Privacy Act (CCPA) Bringing tax, financial, retirement planning and investment management to clients in Silicon Valley, San Francisco Bay Area, Palo Alto, Woodside, Los Altos Hills, Mountain View, Cupertino, Sunnyvale, Menlo Park, Atherton, Redwood City, San Carlos, Saratoga, Mount Pleasant, Isle of Palms, Sullivan’s Island, Daniel Island, James Island, Johns Island, Summerville, Folly Beach, and Kiawah Island.   Who We Serve Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request Who We Serve High Net Worth Retirees View High Income Professionals View Businesses & Entrepreneurs View Secure & Simplify Your Financial Future Today! With our holistic approach and personalized strategies, we provide affluent individuals, families, and businesses clarity and confidence on their finances now and for generations to come. Take the first step towards securing your financial future — schedule a introductory phone call with Alison Wealth Management today! Schedule a Call Have a Question? Name Email Address Phone Question Send Thank you! Oops! Contact Office:  (888) 617-3402 171 Church Street Suite 310 Charleston, SC 29401 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Alison Wealth Management and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Alison Wealth Management are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site ( www.adviserinfo.sec.gov ). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to  www.prosperitycapitaladvisors.com .  Alison Wealth Management DBA Alison Wealth Management & Insurance Solutions CA Insurance License : 6007755 and Dave Alison  CA Insurance License :  0I02264 We take protecting your data and privacy very seriously. As of January 1, 2020 the  California Consumer Privacy Act (CCPA) Bringing tax, financial, retirement planning and investment management to clients in Silicon Valley, San Francisco Bay Area, Palo Alto, Woodside, Los Altos Hills, Mountain View, Cupertino, Sunnyvale, Menlo Park, Atherton, Redwood City, San Carlos, Saratoga, Mount Pleasant, Isle of Palms, Sullivan’s Island, Daniel Island, James Island, Johns Island, Summerville, Folly Beach, and Kiawah Island.   Retirement | Alison Wealth Management Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request Retirement Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Featured Video Retirement Plan Detectives Watch this fun video for tips on how to search for missing money. Have A Question About This Topic? Name Email Address Message Thank you! Oops! How to Bake a Pie-R-A Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how? Starting a Roth IRA for a Teen This early financial decision could prove helpful over time. Retirement Redefined Around the country, attitudes about retirement are shifting. Articles Calculators Videos SECURE Act 2.0: An Overview The second iteration of the SECURE Act brings forward several changes to the world of retirement. Is a Variable Annuity Right for Me? Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right. Immediate vs. Deferred Annuities Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities. Choices for Your 401(k) at a Former Employer Individuals have four basic choices with the 401(k) account they accrued at a previous employer. How Women Can Prepare For Retirement Are women prepared for a 20-year retirement? Social Security: Maximizing Benefits There are other ways to maximize Social Security benefits, in addition to waiting to claim them. View all articles My Retirement Savings See how your current savings rate and contributions may grow into retirement income. Emergency Fund Calculator Find out how large your emergency fund should be based on your monthly expenses. IRA Income Estimate the potential monthly income your IRA balance could generate in retirement. How Much Do I Need To Retire? How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est Roth 401(k) vs. Traditional 401(k) Compare Roth and traditional 401(k) options to see which may work better for your situation. Assess Your Life Insurance Needs Estimate how much life insurance coverage may be appropriate for your situation. View all calculators How to Retire Early Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Dreaming Up an Active Retirement When you retire, how will you treat your next chapter? Should You Tap Retirement Savings to Fund College? There are three things to consider before dipping into retirement savings to pay for college. How to Bake a Pie-R-A Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how? RE: Retirement How does your ideal retirement differ from reality, and what can we do to better align the two? Top 5 Things to Tell Your Financial Pro Here are the top 5 things your team may want to hear. View all videos Articles Retiring Earlier Than Expected? What To Know Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead. Retirement Questions That Have Nothing to Do With Money Things to consider before retirement. Healthcare Costs in Retirement Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending. Social Security: Maximizing Benefits There are other ways to maximize Social Security benefits, in addition to waiting to claim them. Immediate vs. Deferred Annuities Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities. 9 Facts About Social Security There are things about Social Security that might surprise you. View all articles Calculators What Rate Would I Need to Earn on My Savings? Work backwards from your savings goal to find the rate of return you'd need to get there. Roth 401(k) vs. Traditional 401(k) Compare Roth and traditional 401(k) options to see which may work better for your situation. Assess Your Life Insurance Needs Estimate how much life insurance coverage may be appropriate for your situation. Annuity Comparison Compare annuity options to see how each one could affect your long-term income outlook. Emergency Fund Calculator Find out how large your emergency fund should be based on your monthly expenses. Inflation & Retirement See how inflation over time could affect the purchasing power of your retirement income. View all calculators Videos Retirement and Quality of Life Asking the right questions about how you can save money for retirement without sacrificing your quality of life. How to Retire Early Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Tuning Your Social Security Benefit When should you take your Social Security benefit? A Bucket Plan to Go with Your Bucket List A bucket plan can help you be better prepared for a comfortable retirement. How to Bake a Pie-R-A Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how? Retirement Redefined Around the country, attitudes about retirement are shifting. View all videos Contact Office:  (888) 617-3402 171 Church Street Suite 310 Charleston, SC 29401 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Alison Wealth Management and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Podcast Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request Podcast Follow or Subscribe on Your Favorite Podcast App  Here Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth. ABOUT THE HOST: Dave Alison, CFP ® , EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance and estate planning needs into one holistic plan led him to found Alison Wealth Management. Dave’s exceptional contributions to the financial services industry have garnered prestigious accolades, including being named a 2023 InvestmentNews 40 Under 40 honoree, a 2023 ThinkAdvisor LUMINARIES winner for thought leadership and education, InvestmentNews Top Advisors 2024 list, Excellence Awardee Finalist for the 2024 InvestmentNews Awards, and a multiple-year recipient of the Five Star Wealth Manager Award. His expertise in holistic wealth management has garnered recognition from reputable media outlets, such as Bloomberg, MarketWatch, Schwab, Forbes, Investor's Business Daily, U.S. News & World Report, and Financial Planning Magazine, positioning him as a trusted source in the field. Furthermore, Dave is the founding partner & President of C2P, a platform committed to enhancing financial planning, investment, and training offerings for advisors and their clients across the United States. Dave is also President & Chair of the Investment Committee at Prosperity Capital Advisors — C2P’s SEC-registered, nationally acclaimed investment advisory firm managing over $3.2 billion in client assets. Have a Question? Name Email Address Phone Question Send Thank you! Oops! Contact Office:  (888) 617-3402 171 Church Street Suite 310 Charleston, SC 29401 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Copyright 2026 FMG Suite. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Alison Wealth Management and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Alison Wealth Management are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site ( www.adviserinfo.sec.gov ). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to  www.prosperitycapitaladvisors.com .  Alison Wealth Management DBA Alison Wealth Management & Insurance Solutions CA Insurance License : 6007755 and Dave Alison  CA Insurance License :  0I02264 We take protecting your data and privacy very seriously. As of January 1, 2020 the  California Consumer Privacy Act (CCPA) Bringing tax, financial, retirement planning and investment management to clients in Silicon Valley, San Francisco Bay Area, Palo Alto, Woodside, Los Altos Hills, Mountain View, Cupertino, Sunnyvale, Menlo Park, Atherton, Redwood City, San Carlos, Saratoga, Mount Pleasant, Isle of Palms, Sullivan’s Island, Daniel Island, James Island, Johns Island, Summerville, Folly Beach, and Kiawah Island.   Alison Wealth Awards & Appearances Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request Awards & Appearances Awards & Appearances Working with a highly rated advisor or one quoted or interviewed in the media does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking, award or appearance. Awards Wealthmanagement.com Industry Awards (“Wealthies”) RIA Thought Leader of the Year – 2024 Finalist Criteria: The Wealthmanagement.com Industry Awards are independently granted in recognition of business initiatives that enhance financial advisors success and help advisors create better outcomes for their clients. The program begins with an open an open nomination process for all categories which extends from February to May. Firms submit business initiatives either introduced or enhanced during the previous 18 months. Submissions are reviewed in June by a panel of independent judges with required industry expertise, looking at the submission’s innovation, scope and impact. From the pool of submissions, judges select finalists for each category. Each judge on the committee then ranks those finalists, with the weighted aggregate ranking determining the winner. Winners are announced in September. No financial compensation is paid for consideration in the award process. Judges’ decisions are made independent of any firm’s business relationships with Informa Plc. Judges recuse themselves from the process from selecting finalists or winners for any category where the conflict exists.  Source:  https://informaconnect.com/wealth-management-industry-awards/2024-winners-and-finalists/ LUMINARIES- 2023 Winner Criteria: https://event.thinkadvisor.com/luminaries-awards/criteria Source: https://www.thinkadvisor.com/2023/11/30/meet-the-2023-luminaries-winners/ds ThinkAdvisor LUMINARIES are awarded by a judging panel and editorial team, evaluating entries on their impact on their firm and its advisors, the professional community and industry, and the client landscape. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted, no fee was paid for consideration of any ranking or award. InvestmentNews 40 Under 40- 2023 Winner Criteria: Nominees for the 40 Under 40 project should exhibit qualities of leadership within the financial advice field. He or she must be under the age of 40 before the date the honorees are announced in the print issue of InvestmentNews and online. Nominees will be considered by InvestmentNews editors based on the following key points: • Accomplishments: We are looking for professionals who are successful in the advisory business, industry-related projects and the wider world in an advisory capacity, as exhibited by their credentials and achievements. • Contribution: We are searching for professionals who promote the financial advice profession, advocate for financial literacy and engage in pro bono financial planning work. • Leadership: We are interested in professionals who offer guidance and successful management within a company or the industry as a whole. • Promise: We want to celebrate professionals who have passion, enthusiasm, great ideas and show a commitment to the field. Source:  https://digitaledition.investmentnews.com/articles/40-under-40?article_id=4589761&i=793516 InvestmentNews Top Advisors - 2024 Winner Criteria: https://www.investmentnews.com/best-in-wealth/the-top-financial-advisors-in-the-usa/248275#methodologySection Source: https://www.investmentnews.com/best-in-wealth/the-top-financial-advisors-in-the-usa/248275 The top advisors are ranked based on assets under management, AUM growth, and organic client growth introduced to the business over the last 12 months. The winning cohort for 2024 set themselves apart through their commitment to: • Transparency • Communication • Education • Personalization Key metrics used to determine the top performers was overall AUM, as well as percentage changes in AUM and number of clients between 2022 and 2023. Five Star Wealth Manager Award- 2016-2017, 2022-2024 Winner Criteria: https://fivestarprofessional.com/public/wmresearch Source: https://www.fivestarprofessional.com/awardwinner/29628 Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star Wealth Manager award is given to wealth managers who satisfy 10 objective eligibility and evaluation criteria associated with providing quality services to their clients. Factors taken into account include assets under management, client retention rate and a regulatory/complaint review. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted, no fee was paid for consideration of any ranking or award. Media Appearances Bloomberg • https://www.bloomberg.com/news/audio/2024-09-05/bloomberg-businessweek-verizon- buying-frontier-podcast (Dave featured from 14:30- 23:25) The Business Times • https://www.businesstimes.com.sg/wealth/wealth-investing/sudden-market-drop-was-scary- investors-long-overdue Financial Advisor Magazine • https://www.fa-mag.com/news/clients-with-no-savings-at-age-50-79607.html • https://www.fa-mag.com/news/that-sudden-market-drop-was-scary-for-investors-but- long-overdue-78968.html Forbes • https://www.forbes.com/sites/mayakachroolevine/2017/05/02/millennials-arent- saving-enough-for-retirement-heres-how-to-get-on-the-right-track/ MarketWatch • https://www.marketwatch.com/story/make-sure-the-fee-you-pay-an-investment-adviser- fits-your-portfolio-needs-2020-05-06 • https://www.marketwatch.com/story/is-a-bucket-strategy-superior-to-the-4-rule- 11626210623 • https://www.marketwatch.com/story/nfls-odell-beckham-jr-took-his-750-000-salary-in- bitcoin-how-much-did-it-end-up-costing-him-11643050374 Rethinking65 •   https://rethinking65.com/2024/08/23/slott-secure-2-0-landmines-ahead/ • https://rethinking65.com/2 The Best of Both Worlds Menu Home Who We Serve   Retirees High-Income Professionals Businesses & Entrepreneurs Holistic Approach   Financial Planning Asset Management Tax Management Protection Planning Legacy & Estate Planning Our Process Who We Are   Dave Alison, CFP®, EA, BPC Kevin Guyette, EA Brittany Newsome Sam Sharps Alana Alison Jessica Morales Velasquez Prosperity Capital Advisors Locations   Charleston, SC Palo Alto, CA Resources   The Complete Wealth Management Podcast Blog Client Login New Client FAQ The Bucket Plan Book Request The Best of Both Worlds Where Boutique Service Meets Institutional Power At Alison Wealth Management, we deliver something unique: the personal attention of a boutique firm combined with the sophisticated capabilities typically reserved for ultra-high-net-worth family offices. A Vision of Excellence Dave Alison, CFP®, EA, BPC, founded Alison Wealth Management with a clear vision: to provide truly comprehensive wealth management to successful individuals and families. As Founding Partner and President of Prosperity Capital Advisors, a $4.3 billion SEC-registered investment advisor, he's uniquely positioned to deliver on this vision. PCA is a Registered Investment Adviser (RIA) that provides investment advisory services through its network of Investment Adviser Representatives (IARs). While PCA serves as the RIA responsible for regulatory oversight and fiduciary compliance, IARs, like Dave, work directly with clients to provide personalized financial advice and portfolio management, always acting in the client's best interest. The Power of Partnership Institutional Capabilities Through our alignment with PCA, you receive: Advanced investment solutions Institutional fund access Sophisticated tax strategies Cutting-edge technology National resources Boutique Service From Alison Wealth Management, you enjoy: Direct advisor access Customized solutions Proactive communication Personal attention Quick response times Deep Resources, Personal Touch Investment Excellence Access to institutional-grade investments Custom portfolio construction Advanced tax optimization Alternative investments Private market opportunities Sophisticated risk management Technology Platform Comprehensive planning software Advanced portfolio analytics Tax management tools Secure client portal Performance reporting Risk assessment capabilities Research & Analysis Dedicated investment committee Market research team Economic analysis Due diligence Portfolio modeling Investment manager risk assessment " /> The Leadership Advantage Dave Alison's Dual Role As President of PCA and founder of Alison Wealth Management, Dave works to ensure: Direct access to institutional resources Latest investment strategies Advanced planning capabilities Industry best practices Continuous innovation "We've created something unique - a firm that combines the personal touch of a boutique practice with the sophisticated capabilities of a major institution. This means our clients never have to choose between attention and expertise." Industry Recognition PCA's institutional excellence is widely recognized: Named among top 500 RIAs by USA Today (2023) Recognized by Financial Advisor Magazine (2022-2023) Managing over $3.9 billion in client assets Serving advisors nationwide Learn more Learn more Learn more Best Financial Advisory Firms 2023: FA’s RIA survey is a ranking based on assets under management of independent RIA firms that file their own ADV with the SEC at year end. There is no application fee to participate. For more information, visit www.fa-mag.com. 5o Fastest Growing RIA's: FA‘s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA‘s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA‘s survey by our deadline. We do our best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $1 billion in assets under management as of December 31, 2023, to be included in the print edition of Financial Advisor magazine’s 2024 RIA survey. Firms with under $1 billion will be included in FA‘s expanded 2024 online RIA survey. How This Benefits You Investment Advantages Institutional pricing Advanced strategies Broader opportunities Best execution protocol Enhanced monitoring Advanced Resources Sophisticated solutions Tax optimization Estate planning Risk management Business strategies Client Service Excellence Personal attention Quick response times Regular reviews Proactive updates Clear communication " /> Why This Matters For successful individuals and businesses, this partnership means: Sophisticated solutions User-friendly investment access Advanced tax strategies Coordinated expertise Personal attention " /> Experience the Difference Schedule a conversation to explore how our unique combination of boutique service and institutional capabilities can benefit you: Access sophisticated strategies Work to optimize your wealth Strategies to reduce your taxes Help protect your legacy Simplify your financial life Schedule Initial Conversation Contact Office:  (888) 617-3402 171 Church Street Suite 310 Charleston, SC 29401 [email protected] Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle Latest Articles All Videos All Calculators Check the background of your financial professional on FINRA's BrokerCheck . The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the