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.
View Top Employees from Provenance Wealth AdvisorsWebsite | http://www.provwealth.com |
Revenue | $7 million |
Funding | $350000 |
Employees | 47 (47 on RocketReach) |
Founded | 2000 |
Address | 515 E Las Olas Blvd Ste 1500, Fort Lauderdale, Florida 33301, US |
Phone | (954) 712-8888 |
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Industry | Financial Services, Finance General, Estate Planning, Finance, Business and Business Succession Planning, Investment Planning, Retirement Planning, Insurance Planning, Legacy Planning, Special Needs Planning, Charitable and Philanthropic Planning, Financial Planning, Employee Benefit Plans |
Web Rank | 14 Million |
Keywords | Ultra High Net Worth Tax Planning, Business Succession Planning Buy Sell, Raymond James Headshots, Jgedigian@Provwealth.Com |
Competitors | Cassaday & Company, Inc., HBKS Wealth Advisors, Janiczek Wealth Management, Lido Advisors, LLC, Wealth Advisory Group LLC |
SIC | SIC Code 621 Companies, SIC Code 62 Companies, SIC Code 6211 Companies |
NAICS | NAICS Code 52311 Companies, NAICS Code 523110 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5231 Companies |
Looking for a particular Provenance Wealth Advisors employee's phone or email?
The Provenance Wealth Advisors annual revenue was $7 million in 2024.
Eric Zeitlin is the CEO of Provenance Wealth Advisors.
47 people are employed at Provenance Wealth Advisors.
Provenance Wealth Advisors is based in Fort Lauderdale, Florida.
The NAICS codes for Provenance Wealth Advisors are [52311, 523110, 523, 52, 5231].
The SIC codes for Provenance Wealth Advisors are [621, 62, 6211].