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2023 Market Outlook by Joseph Karl, CFA®

Posted February 9, 2023

Despite a rapid recovery from the height of the pandemic, the global economy faced a new set of challenges in 2022. What started as global economy embattled by supply chain issues was stressed further with the Russian invasion of Ukraine. This amplified inflationary pressures, prompting central banks across the globe to raise rates at the […]

2022 Mid-Year Outlook By Joseph Karl, CFA®

Posted July 11, 2022

At the start the year, the U.S. economy appeared to be in great shape, having demonstrated significant recovery from the pandemic. Unemployment was down, wages were growing, and the U.S. stock market reached an all-time high on January 3rd. But today, six months later, a whole new set of challenges exist. Inflation has remained persistent […]

Provenance Wealth Advisors Ranked As Accounting Today’s Top Firms by AUM Wealth Magnets

Posted June 28, 2022

FT. LAUDERDALE, FL, June 28, 2022 – Provenance Wealth Advisors, an affiliate of Berkowitz Pollack Brant Advisors + CPAs Accountants, has been recognized on Accounting Today’s annual Wealth Magnets list. The Wealth Magnets list ranks investment advisory firms affiliated with CPA firms by assets under advisement. Provenance Wealth Advisors had $4.2 billion in assets under […]

Provenance Wealth Advisors’ Chief Investment Officer Todd Moll on Forbes Best-In-State Wealth Advisors 2022

Posted April 26, 2022

Forbes ranks best-in-state advisors for offering best practices and client experience. FT. LAUDERDALE, FL – April 26, 2022– Provenance Wealth Advisors, an independent office, today that Todd Moll, CFP®, CFA, is once again among the honorees on Forbes’ annual list of top financial advisors in the country for the fourth consecutive year. The Forbes annual […]

Pedro Harth Joins Provenance Wealth Advisors

Posted April 14, 2022

Miami, FL –April 14, 2022 – Provenance Wealth Advisors is pleased to announce that Pedro Harth has joined the firm as an independent financial advisor based in the new Dadeland office. “Pedro Harth comes to us with more than 30 years of financial experience,” said Eric Zeitlin, PWA managing director and RJFS financial advisor. “His […]

Provenance Wealth Advisors’ Director Sean Deviney Appointed to Board of Memorial and Joe DiMaggio Children’s Hospital Foundations

Posted February 24, 2022

LAUDERDALE, FL – February 24, 2022 – PWA Director and RJFS Financial Advisor Sean Deviney, CFP®, was recently appointed to the board of the Memorial Hospital Foundation and the Joe DiMaggio Children’s Hospital Foundation. In this role, he will work with board members to provide philanthropic support that helps to ensure safe, quality and cost-effective […]

David L. Burg, Adrian Lorenzo and David Marshall Join Provenance Wealth Advisors

Posted October 8, 2021

Miami, FL – October 8, 2021 – Provenance Wealth Advisors is fortunate to welcome three new members to its growing team. David Marshall, David L. Burg and Adrian Lorenzo have joined as independent financial advisors based in the Miami office. Together they bring more than 40 years of industry experience. While each specialize in retirement […]