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
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
What can be learned from the savings rate?
It's important to understand the pros and cons when considering a prepaid debit card.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Estate conservation is too important to put off. Do you have a smart exit strategy?
If you died, what would happen to your email archives, social profiles and online accounts?
Understanding the cycle of investing may help you avoid easy pitfalls.
There are things you can do to keep yourself safe when you lose your wallet.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.