Plan for Your Future

How did our financial lives get so complicated? How do we plan with confidence so our wealth lasts and gets passed on to our families?

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Financial Planning

Don’t get lost in retirement. Our advisors collaborate with you to build a simple, concise roadmap to make your money last.

Tax Preparation & Planning

Stop overpaying in taxes. Unlike other investment advisors, we are specialists in positioning taxes to your advantage.

Master Elite IRA Planning

Kick Uncle Sam out of your IRA. We could save 40% – or more – of your IRA from going to the government.

Estate Planning

Avoid the time-consuming and costly mistake of probate. Our unique holistic planning process ensures your legal documents are aligned with your financial plan and your ultimate wishes.

Who We Are

Our mission is to build lifetime relationships and peace-of-mind retirement for you today and your family tomorrow.

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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. Infinity Wealth Management, Inc. and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. (Insurance and Tax Services, etc.) offered through Infinity Wealth Management, Inc. 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.

Catherine Reid is a registered representative of Innovation Partners LLC. Services offered through Innovation Partners LLC. Member FINRA/SIPC Address: 5950 Fairview Road, Suite 140 Charlotte, NC 28210 Phone: 704-708-5461 Innovation Partners LLC. is not affiliated with Infinity Wealth Management, Inc., nor Prosperity Capital Advisors.

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