Contact information Verified work emails, personal emails, and direct dials — unlocked in one click.
Work email
j••••@provwealth.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••
Free to start · No credit card required
Current company Provenance Wealth Advisors
Financial Services · 56 employees · Founded 2000 · Fort Lauderdale, Florida, United States
The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning. We take pride in helping clients to navigate complex financial and risk environments.
Our team of experienced planners carefully evaluates our clients’ personal financial situations and their business and family responsibilities against a backdrop of their long and short-term goals.
Proper planning is a process. We understand the steps required to create a comprehensive life plan, the delicate conversations that often take place and the technical details that tie everything together.
Areas of expertise include:
• Estate planning
• Business structures and business succession planning
• Retirement planning
• Investment planning
• Insurance planning
• Legacy planning
• Charitable and philanthropic planning
• Special needs planning
For more information, call (95••••••00, visit www.provwealth.com or follow us on Facebook at Provenance Wealth Advisors and Twitter at @provwealth.
Securities are offered through PWA Securities, LLC, registered broker/dealer, member FINRA/SIPC. Investment Advisory Services are offered through Provenance Wealth Advisors, LLC, an SEC-registered investment adviser. Clearing and Custody for PWA Securities, LLC and Provenance Wealth Advisors, LLC are through Raymond James & Associates, Inc. Neither PWA Securities, LLC nor Provenance Wealth Advisors, LLC is an affiliate of Raymond James & Associates, Inc.
Provenance Wealth Advisors does not give tax advice. You should discuss any tax or legal matters with the appropriate professionals.
Provenance Wealth Advisors financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States.