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
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Here's a breakdown of how the federal government spends your tax money.
Military families face unique challenges, making personal finance even more critical.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you should be saving for college.
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.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learn how to harness the power of compound interest for your investments.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
There are hundreds of ETFs available. Should you invest in them?
Here is a quick history of the Federal Reserve and an overview of what it does.