Prosperity Capital Advisors is a comprehensive wealth and tax solutions firm based in Marietta, GA. They offer personalized planning services to business owners and families, focusing on creating clear roadmaps to help clients achieve their financial goals. With a planning-first approach, they take care of the heavy lifting by implementing strategies and solutions aligned with clients' objectives, and provide ongoing support and strategies to keep clients on track.
As a fiduciary firm, Prosperity Capital Advisors prioritizes client needs and is committed to the highest standard of care. They aim to help clients keep more of what they earn by employing tax-efficient approaches and unique strategies to limit overall tax liability. Led by Conrad Levesque, a Certified Financial Planner and Certified Public Accountant with nearly 20 years of industry experience, the team at Prosperity Capital Advisors is backed by strong relationships with reputable organizations, allowing them to provide unparalleled services and resources to their clientele.
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