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Insights

Comprehensive Financial Planning Provenance Wealth Advisors offers a comprehensive approach to estate, financial, business, and investment planning, catering to clients' diverse needs. This presents an opportunity to engage with individuals and businesses seeking holistic financial solutions.

Key Expertise in Various Areas With expertise in estate planning, retirement planning, insurance planning, and more, Provenance Wealth Advisors can cater to a wide range of financial needs. Leveraging their proficiency in multiple key areas could open up sales opportunities across different client segments.

Range of Financial Services From estate planning to charitable and philanthropic planning, Provenance Wealth Advisors covers a broad spectrum of financial services. Highlighting the depth and breadth of their offerings could attract clients looking for diverse financial solutions.

Tech-Savvy Operations Utilizing a tech stack that includes comScore, MySQL, jQuery, and more, Provenance Wealth Advisors demonstrates a modern and technology-driven approach. This aspect can resonate with tech-savvy clients who value innovative financial services.

Locational Advantage Headquartered in Fort Lauderdale, Florida, Provenance Wealth Advisors is well-situated in a region known for its affluent population. Capitalizing on this location could lead to targeting high-net-worth individuals seeking personalized financial advisory services.

Similar companies to Provenance Wealth Advisors

Provenance Wealth Advisors Tech Stack

Provenance Wealth Advisors uses 8 technology products and services including comScore, MySQL, Font Awesome, and more. Explore Provenance Wealth Advisors's tech stack below.

  • comScore
    Analytics
  • MySQL
    Database
  • Font Awesome
    Font Scripts
  • Twitter Emoji (Twemoji)
    Font Scripts
  • Handlebars
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • Nginx
    Web Servers

Media & News

Provenance Wealth Advisors's Email Address Formats

Provenance Wealth Advisors uses at least 1 format(s):
Provenance Wealth Advisors Email FormatsExamplePercentage
FLast@provwealth.comJDoe@provwealth.com
91%
FMiddleLast@provwealth.comJMichaelDoe@provwealth.com
4%
Last@provwealth.comDoe@provwealth.com
3%
FirstLast@provwealth.comJohnDoe@provwealth.com
2%

Frequently Asked Questions

Where is Provenance Wealth Advisors's headquarters located?

Minus sign iconPlus sign iconProvenance Wealth Advisors's main headquarters is located at 200 E Las Olas Blvd Nineteenth Floor Fort Lauderdale, Florida 33301 US. The company has employees across 2 continents, including North AmericaEurope.

What is Provenance Wealth Advisors's phone number?

Minus sign iconPlus sign icon You can contact Provenance Wealth Advisors's main corporate office by phone at
+1-561-361-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Provenance Wealth Advisors's official website and social media links?

Minus sign iconPlus sign iconProvenance Wealth Advisors's official website is provwealth.com and has social profiles on LinkedIn.

How much revenue does Provenance Wealth Advisors generate?

Minus sign iconPlus sign icon As of November 2024, Provenance Wealth Advisors's annual revenue reached $3.8M.

What is Provenance Wealth Advisors's NAICS code?

Minus sign iconPlus sign iconProvenance Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Provenance Wealth Advisors have currently?

Minus sign iconPlus sign iconAs of November 2024, Provenance Wealth Advisors has approximately 53 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: E. Z.Chief Operating Officer/Chief Compliance Officer: T. J. S.Chief Investment Strategist: J. K.. Explore Provenance Wealth Advisors's employee directory with LeadIQ.

What industry does Provenance Wealth Advisors belong to?

Minus sign iconPlus sign iconProvenance Wealth Advisors operates in the Financial Services industry.

What technology does Provenance Wealth Advisors use?

Minus sign iconPlus sign iconProvenance Wealth Advisors's tech stack includes comScoreMySQLFont AwesomeTwitter Emoji (Twemoji)HandlebarsjQueryGoogle Tag ManagerNginx.

What is Provenance Wealth Advisors's email format?

Minus sign iconPlus sign iconProvenance Wealth Advisors's email format typically follows the pattern of . Find more Provenance Wealth Advisors email formats with LeadIQ.

When was Provenance Wealth Advisors founded?

Minus sign iconPlus sign iconProvenance Wealth Advisors was founded in 2000.
Provenance Wealth Advisors

Provenance Wealth Advisors

Financial ServicesFlorida, United States51-200 Employees

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 (954) 712-8000, 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.

Section iconCompany Overview

Headquarters
200 E Las Olas Blvd Nineteenth Floor Fort Lauderdale, Florida 33301 US
Phone number
+1-561-361-****
Website
provwealth.com
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $10M

    Provenance Wealth Advisors's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Provenance Wealth Advisors's revenue is in the range of $10M

Company Leadership

  • Stylized image of a person
    E. Z.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. J. S.
    Chief Operating Officer/Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. K.
    Chief Investment Strategist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. H.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. A. B.
    Chairman Of The Board
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    T. M.
    Director And Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. K.
    Chief Investment Strategist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C.
    Executive Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. G.
    Director, Tax Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. H.
    Director
    Phone icon
    Mobile Phone

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