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Our Vision and Mission Statements

Vision Statement

We are dedicated to be the preferred resource for comprehensive tax, estate, investment, business and retirement services.

Mission Statement

Our commitment is to be valuable to our clients and to achieve excellence in our profession. We measure our success by our clients' satisfaction with our services and by our contribution to their enhanced wealth and family protection.

Investment in human resources is the foundation of Provenance Wealth Advisors, LLC. We will maintain an environment that enhances knowledge and inspires creativity to achieve innovative solutions.

We will provide our clients with meaningful information and creative advice. We will focus on their problems and objectives and with education, reason and facts, we will proactively assist our clients in organizing their financial affairs in accordance with their planned objectives.

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Securities products offered through registered representatives of Walnut Street Securities Inc. (Member FINRA/SIPC).
Investment Advisory and Financial Planning services are offered through Provenance Wealth Advisors. Provenance Wealth Advisors and WSS are unaffiliated entities.

The tax and estate planning information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. WSS, nor its representatives, do not provide legal or tax advice. WSS cannot guarantee that such information is accurate, complete, or timely. Laws of a particular state or laws, which may be applicable to a particular situation, may have an impact on the applicability, accuracy, or completeness of such information. Federal and state laws and regulations are complex and are subject to change. Changes in such laws and regulations may have a material impact on pre- and/or after-tax investment results. WSS makes no warranties with regard to such information or results obtained by its use. WSS disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Always consult an attorney or tax professional regarding your specific legal or tax situation