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 distinctive 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
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
An increasing number have been developed to help individuals with their personal finances.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Here's a breakdown of how the federal government spends your tax money.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
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.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A bucket plan can help you be better prepared for a comfortable retirement.
There are three things to consider before dipping into retirement savings to pay for college.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.