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Holistic Wealth Management & Financial Advisors in Charleston, SC

Holistic Wealth Management & Financial Advisors in Charleston, SC

Alison Wealth Management uses a strategic and integrated approach to wealth management that caters to the unique needs of families of considerable wealth, entrepreneurs, high-net-worth individuals planning for retirement, and affluent clients with stock options.

For those we serve in Charleston and the surrounding areas, we excel in simplifying complex financial issues and implementing innovative methods to optimize your wealth.

Trusted Financial Experts

Alison Wealth Management, led by notable financial advisor and visionary, Dave Alison CFP®, EA, BPC, is built around a team with a wide spectrum of specializations.

Each of our advisors are a CFP® along with either a CPA or Enrolled Agent (America's Tax Experts) so they can leverage their specialized knowledge in both financial planning, investments and taxes to advise you on financial decisions to meet your needs and exceed your expectations.

Dave Alison is also the Founding Partner of Prosperity Capital Advisors, an SEC Registered Investment Advisor managing over $2.6 billion of client assets. Dave currently serves in the role of President and Co-Chair of the Investment Committee.

Alison Wealth Management is proud to be a BBB Accredited Business.

Our Holistic Approach to Wealth Management in Charleston

We are dedicated to simplifying our clients’ financial lives through integrated holistic wealth management. From investment strategy and tax management to legacy, asset protection, and retirement planning, our firm offers a comprehensive range of services built around the five integrated pillars of holistic wealth management.

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.

Personalized Financial Planning

As a fiduciary, we offer exceptional skill and commitment to quality and your best interest in financial advising and planning. We treat establishing your financial plan as the base for our advisor-client relationship — and ensure it’s your thorough road map to a healthy financial future. Our experts collaborate with you to look at your entire financial picture and educate you as we craft a dynamic plan that aligns with your short and long-term goals and reflects your lifestyle needs.

Tailored Asset Management

Your considerable wealth requires a firm with greater capabilities, and that’s where our relationship with Prosperity Capital Advisors (PCA) comes in. A registered investment advisory entrusted with nearly $2 billion of client assets as of August 2023, PCA has an integrated investment platform that combines some of the world’s largest asset managers and boutique managers, for a personalized investment experience.

This means that no matter what your goals are, our team can create a tax-efficient portfolio tailored to your risk tolerance to help you yield wealth outcomes that serve you better.

Strategic Tax Management

Along with more wealth comes the inevitable reality of greater tax liabilities. With most of our clients being in a situation where they need to navigate the top federal and state tax brackets, we know how to ease your burden and give you clarity. Amidst a sea of firms offering tax preparation and planning, only Dave Alison helped develop The Tax Management Journey® process that’s integral to our offerings and used by advisors across the country. This tax management approach includes strategies like strategic Roth conversions, charitable giving tactics, concentrated stock management, estate and transfer tax minimization, tax efficient retirement income distribution planning, and more.

Protection Planning

Leveraging our extensive experience aiding clients and advanced strategies, Alison Wealth Management will work to shield your wealth from potential risks. And by continuously watching over your assets, we can help ensure they remain secure over time.

No matter if you require a basic insurance policy review to get the most out of your benefits and minimize costs, more complex needs like entity selection, or utilizing alternative assets to help protect against market volatility, our highly skilled financial professionals will help you rest assured that your wealth is safe.

Thoughtful Legacy Planning

Our advisors are here to help you through every stage of your financial journey, from accumulation through distribution. We’re here to provide you and your loved ones with total comfort that your wealth, even beyond your lifetime, is optimized. With care, our specialists walk you through the intricacies of estate and legacy planning and make what seems like massive decisions worry-free and seamless.

Our team combines the resources of estate planning attorneys to bring legal expertise along with our personal regard for your values to protect your legacy and ensure your beneficiaries are looked after exactly as you wish.

Our Client-Specific Services

How We Help High-Net-Worth Retirees

Planning ahead has its benefits, and that’s especially true for high-net-worth individuals approaching retirement. For the best wealth outcomes, you should start getting ready for your retirement several years before you decide to stop working. Using the renowned Bucket Plan® process and our comprehensive knowledge of your finances, we get out in front and create a path to a comfortable retirement while preserving your wealth, minimizing taxes, accounting for risk, managing your investments, and planning your legacy. Learn more...

Helping Business Owners & Entrepreneurs Excel

At Alison Wealth Management, we not only serve business owners, but our team is also comprised of them. That means we have unique insight into financial best practices and an insider’s perspective.

With our understanding of the financial strides and hurdles of today’s business owners, we offer proactive planning strategies and personalized solutions if you’re looking to grow your business, secure your wealth, manage risk, and plan for your succession or exit. Learn more...

Empowering Affluent Clients with Stock Options

We've cemented our position as equity compensation specialists in Charleston by providing holistic wealth management services, especially for individuals with stock options or company equity. Our team offers strategies and education on how to leverage your equity compensation for optimal wealth outcomes, no matter if you work for a large company like Boeing, or a private startup.

Whether you have restricted stock units (RSUs), non-qualified stock options (NSOs), incentive stock options (ISOs), employee stock purchase plans (ESPP), or more complex structures like Section 1202 qualified small business stock (QSBS), we’ll help you make decisions that align with your overall goals. Learn more...

Proudly Serving Charleston

Alison Wealth Management takes pride in providing top-tier financial planning services to our vibrant Southern community and its nearby regions. Our dedicated team offers tailored solutions that resonate with the needs of Charleston residents, as well as those in the surrounding areas of Mount Pleasant, Isle of Palms, Sullivan’s Island, Daniel Island, James Island, Johns Island, Summerville, Folly Beach, Kiawah Island, and beyond.

Advance Your Financial Future Today!

With our proactive planning strategies and our keen understanding of the unique opportunities and obligations that high-net-worth individuals face, we’re here to empower you to make financial decisions you can feel confident about. Schedule a 20-minute introductory meeting today to start pursuing financial security and prosperity.

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