Thorough, Precise, and Personalized Wealth Management
Welcome! We are Provence Wealth Management Group. We believe that wealth and financial stability have little to do with a balance sheet, and more to do with a balanced life. True wealth is all that money can’t buy and death can’t take away. It takes far more than financial planning. It requires a comprehensive approach with as much imagination as innovation – creativity paired with careful calculation.
As your trusted advisor, we are wholly dedicated to helping you design a lasting legacy for your family. We leverage deep industry knowledge, a vast network of specialized services, proven investment strategies and a passion for serving you.
Part of what makes our firm unique is our dedication to delivering trust, transparency, and accountability. These three words serve as a source of inspiration for everyone on our staff – and they drive what we seek to accomplish for our clients on a daily basis.
Most of our professionals have over a decade of experience in financial services and planning. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
What We Can Offer You
We educate our clients and take the mystery out of retirement planning, investing, insurance, estate conservation, and preserving wealth.Learn More
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
The decision whether to buy or rent a home may have long-term implications.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
If you died, what would happen to your email archives, social profiles and online accounts?
A bucket plan can help you be better prepared for a comfortable retirement.
There are things you can do to keep yourself safe when you lose your wallet.