Provenance Wealth Advisors (PWA) focuses on holistic financial and legacy planning for business owners, families, and high net worth individuals. We have a unique process to comprehensively analyze our clients' current financial conditions and investments, identify gaps and risks in their planning, and then design and implement solutions. PWA expanded to Sarasota in 2018, opening our seventh office. Our team of 50 includes highly credentialed financial planners and investment portfolio managers. PWA seeks to actively work with our clients' accounting and legal professionals to assure holistic and effective results.
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