Smith Tax Advisory Group

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Investment advisory services offered through Prosperity Capital Advisors, a SEC Registered Investment Advisor firm

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We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Financial Planning and Investment Advisory services are offered through C2P Capital Advisory Groups LLC D/B/A Prosperity Capital Advisors (PCA) an SEC registered investment adviser with its principal place of business in the State of Ohio.

Carl Smith is registered as an Investment Advisor Representative of PCA in the state of South Carolina. 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 the dissemination of general information pertaining to its investment advisory / management services. 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. 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 Part 2A from PCA using the contact information herein. Please read the disclosure statement carefully.

The information contained herein should not be construed as personalized investment advice. Past performance is not necessarily indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, model, or strategy (including the investments, models, strategies recommended or undertaken by The Smith Group or PCA) made directly or indirectly through this communication, will be profitable or equal any performance level referenced directly or indirectly. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will either be suitable or profitable for a client’s or prospective client’s investment portfolio. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security.