At Provenance Wealth Advisors, you are the reason we exist.
We’re in the relationship business—committed to delivering a 360° holistic approach that is both accessible and sophisticated. We combine creativity with forward-thinking strategies to redefine wealth management.
Our Difference
Your ambition, family, and future are the priority of our fiduciary advisors, crafting a tailored plan that optimizes custom strategies to help you meet your financial wellness goals.
To accomplish this, our teams don’t work in silos. Instead, we focus on collaboration and bringing together seasoned advisors to create the best possible plan for you.
Each client relationship is grounded in trust and clear communication that includes unparalleled accessibility, a personalized approach and commitment to long-term partnership.
At Provenance Wealth Advisors, we don’t just manage wealth — we create an exclusive, curated experience ensuring that every strategy we develop is as unique and visionary as you are.
Meet Our Teams
At Provenance Wealth Advisors, we believe that unique goals deserve customized solutions. With more than 24 years of combined leadership experience across our financial and investment professionals, our team has earned a reputation for accountability, transparency, and results. From day one, clients have trusted us as a strategic partner—offering innovative thinking and a clear path toward their financial aspirations.
Our mission is to create an unparalleled client experience focused on relationships and transparency that results in a better way to help build and help protect your wealth.
The PWA Way
Provenance Wealth Advisors delivers innovative, holistic planning for business owners, professionals, retirees, and the next generation of family stewards. Each relationship begins with understanding—you and your unique financial landscape. From there, we build tailored 360° strategies that combine accessibility with sophisticated insight to support your goals.
What We Bring You
Vision
We lead with empathy and foresight—crafting wealth strategies that reflect your values, priorities, and aspirations.
Accessibility
You’ll always know where to turn. We foster trust through consistent communication and responsive service—giving you clear access to your dedicated team.
Sophistication
We meet today’s challenges with innovation and insight, creating strategies designed to help you take advantage of tomorrow’s opportunities.
Creativity
Your needs aren’t one-size-fits-all. We bring creative thinking to complex situations, delivering solutions as unique as your goals.
Commitment
Your success is our focus. We’re here with unwavering support, helping you feel confident and empowered at every stage of your financial journey.
How You Will Benefit from Our Services
Wealth planning can be complex—but with Provenance Wealth Advisors, it’s clear and straightforward. Our tailored, strategic approach is designed with your financial wellness and long-term future in mind.
From wealth preservation and estate planning to business succession and corporate retirement strategies, we offer a 360° holistic approach that works to deliver the results you want.
Our advisors don’t just navigate complex financial scenarios — they simplify them, giving you the clarity and confidence to move forward.
Collaboration is Key
We work directly with your attorneys, accountants, and trusted advisors to ensure every detail is managed, all parties stay informed, and your plan is executed with precision.
You won’t just receive financial advice—you’ll get a personalized roadmap designed to eliminate guesswork and stress. With the expertise of our team, you can seize opportunities, manage risks, and take control of your future.
Whether you’re building a legacy or working toward personal financial success, we craft wealth management strategies that create lasting, measurable results—and long-term peace of mind.
Corporate Responsibility
At Provenance Wealth Advisors, we understand that true success goes beyond wealth management
—it’s about making a positive impact.
Our team is committed to fostering meaningful relationships both personally and professionally, and we proudly support organizations that share our dedication to serving others.
At Provenance Wealth Advisors, we are committed to driving positive change and fostering a spirit of service that gives back to our community.
Dolphins Cancer Challenge
This annual event raises funds for groundbreaking research and treatment at Sylvester Comprehensive Cancer Center.
Estate Planning Council of Broward County
We support the elevation of excellence in estate planning, helping to foster professional growth and enhance service for clients.
Take Stock in Children
A non-profit empowering low-income youth to break the cycle of poverty through education and impactful programs.
United Way of Broward County
As one of South Florida’s most respected organizations, United Way addresses critical community needs, including health, education, and financial prosperity for all.
United Way Miami
With over 100 years of service, United Way Miami works to build thriving, equitable communities through education, health, and financial security.
Mission United
Mission United supports veterans and their families in their transition to civilian life, providing vital resources for employment, housing, and health services to help them thrive.
Leadership Broward
Leadership Broward develops the next generation of community leaders, fostering collaboration and innovative solutions to address local challenges.
Affiliates
Provenance Wealth Advisors is proud to be affiliated with Berkowitz Pollack Brant Advisors + CPAs, a top 50 firm with offices in Miami, Fort Lauderdale, Boca Raton, West Palm Beach, and New York City.
This strategic partnership enhances the services we provide to clients, while still allowing you the flexibility to work with your trusted advisors.
Our clients benefit from a seamless, integrated approach to managing their personal and professional goals. Provenance Wealth Advisors collaborate closely with trusted wealth professionals across a variety of fields to deliver holistic strategies tailored to your unique financial needs.