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Solutions
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Resources
Contact
Client Login

Hello & Welcome!

Please take 2 minutes and complete this questionnaire to help us determine the services you are seeking and the best way we can serve your needs.

Phone: (888) 617-3402

Serving clients across the United States via virtual meetings.

Office Locations:

530 Lytton Ave FL 2
Palo Alto, CA 94301

1240 Winnowing Way
Mount Pleasant, SC 29466

Disclaimer:

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business 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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) was founded in 1985 as a 501(c)(3) non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification. CFP Board sets and enforces the requirements for CFP® certification, including: education, examination, experience, and ethics, Individuals who successfully complete CFP Board’s initial and ongoing certification requirements are authorized to use the CFP® certification marks in the United States.

The Financial Planning Association Silicon Valley is governed by a volunteer Board of Directors who are charged with helping the organization reach its strategic goals. FPA SV Board and Committee Members are dedicated to creating an unparalleled membership experience.

The Financial Planning Association®(FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession.

FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients. FPA’s One Connection™ for professional development, business success, advocacy and community at the national and chapter levels is truly indispensable in the advancement of today’s CFP® professionals.

National Ethics Association (NEA) is a membership based professional organization that has helped business professionals build their businesses on a foundation of trust, ethics and best practices. NEA is committed to helping businesses serve their customers with knowledge and integrity by providing educational resources and content encouraging and promoting ethics in business and beyond. NEA membership doesn’t make business professionals ethical. Nor does it give them license to tout their membership as a badge of ethics. The members believe in the importance of trust, transparency, and due diligence in creating a dynamic and successful business marketplace and they wish to affiliate with other business professionals who share those beliefs. For more information on NEA: https://www.ethics.net/.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA)

530 Lytton Ave Floor 2, Palo Alto, CA 94301

1240 Winnowing Way
Mount Pleasant, SC 29466

888-617-3402

Info@AlisonWealth.com

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, and Charleston, SC.

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(888) 617-3402