At Smart Money Financial Advisors we believe in a holistic approach. It is our mission to provide access to a well-coordinated and holistic approch.
Traditionally, the approach within the financial services world has been segregated. High net worth families receive holistic planning. They have a CPA or accountant, a broker or investment manager, an insurance agent, and an attorney. All of these professionals work together to create a plan on behalf of that high net worth family. Contrast that with the middle class and middle-class millionaires; they too have all of these professionals, but they all operate in silos. There is little to no communication or interaction amongst these professionals on their clients’ behalf.
We believe it is essential for the middle class and middle-class millionaires to have access to a well-coordinated and holistic financial planning experience, and we have made it our mission to provide those services.
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. This website is limited to the dissemination of general information pertaining to PCA’s investment advisory/management services. Reno Frazzitta is an Investment Advisor Representative of PCA. 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. PCA does not provide legal or tax advice.
