Prosperity Capital Advisors - Fishkill

Succession planning is one of those things business owners know they should do eventually. The problem is that for many, eventually usually comes too late.

The financial and structural preparations that determine how much you walk away with take years to put in place. Our partners at Prosperity Capital Advisors break down what to do in the 5 to 10 years before a sale or transition to help you make the most of it.

Business Succession Planning: Steps to Take 5–10 Years Out | Prosperity Capital Advisors Many business owners start succession planning too late. Here is what to do in the 5 to 10 years before a sale, from valuations and entity structure to tax positioning and personal retirement planning.

You may have noticed we're now Prosperity Capital Advisors (formerly FSC Wealth Advisors). Today we're officially announcing the partnership behind that change.

Prosperity Capital Advisors is a national wealth management firm that coordinates key aspects of wealth management through a team of specialists. We share their commitment to helping families take a more comprehensive approach to building, protecting, and transferring their wealth.

We are proud to bring this partnership, and everything it makes possible, to every
family we serve and those we have yet to meet.

Read the full announcement to learn more about the enhanced planning capabilities, expanded network of specialists, and advanced technology we now have access to:

Prosperity Capital Advisors Unveils Unified Vision to Deliver the Highest Caliber Wealth Management Experience for Clients | Prosperity Capital Advisors Clients and families will benefit from a deeply integrated approach that brings financial planning, investments, taxes, protection, and legacy planning together under one roof WESTLAKE, Ohio — May 1, 2026 — Prosperity Capital Advisors (Prosperity) an SEC-registered investment advisor (RIA) dedic...