Where Vision Meets Expertise

A Different Kind of Wealth Management Story
Most wealth management firms start with a business plan. Alison Wealth Management started with a mission: helping a tech founder navigate the complexities of his company's acquisition by Facebook. This personal experience showed founder Dave Alison something crucial—successful individuals need more than just isolated financial advice. They need true integration. 

Today at Alison Wealth Management, we deliver comprehensive wealth management to a broad range of clients, including high-net-worth retirees, affluent professionals with stock options or company equity, as well as business owners.

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.

Our team is proud to serve residents in and around Palo Alto, CA (Greater San Francisco Bay Area) and Charleston, SC as well as clients across the United States by connecting through virtual meetings.

Alison Wealth Management combines the personal attention of a boutique firm with institutional-grade capabilities through our strategic alignment with Prosperity Capital Advisors (PCA), a $4 billion+ SEC-registered investment advisor.

We've built something unique—a firm that delivers sophisticated solutions with personal attention, backed by institutional resources but driven by boutique service