High-Net-Worth - Our Personalized Private Wealth Management Offering
Your Partner for Sophisticated, Personalized Wealth Strategies
As your wealth grows, so do the opportunities and complexities. For high-net-worth individuals and families with $10 million to $40 million, we specialize in providing customized wealth management and investment strategies designed to protect and grow your wealth. Our experienced advisors take a highly personalized approach, ensuring every aspect of your financial plan is aligned with your long-term goals.
What We Offer
Senior Wealth Advisor
A dedicated lead advisor supported by specialists who proactively manage your financial plan, investments, and estate strategies.
Tailored Investment Portfolios
Customized investment management, including exclusive alternative investments and private market offerings.
Integrated Estate and Tax Planning
Strategic tax optimization and comprehensive estate planning to safeguard and enhance your wealth.
Priority Client Access
Responsive, personalized attention with quarterly reviews, proactive communication, and exclusive client events.
Our Services
Wealth Management
Our wealth management services deliver a curated experience that secures your present and builds a legacy for tomorrow. We blend family wealth planning, innovative investment management, personalized retirement strategies, and visionary tax planning to craft tailored solutions for your unique vision.
Estate Planning
Your legacy is built on the values and vision you uphold. At Provenance Wealth Advisors, our estate planning services are designed to define, protect, and pass on what matters most to you, while minimizing tax implications and ensuring a seamless transition of wealth.
Business Planning
We empower organizations to build resilient, future-ready enterprises. We blend a 360° holistic approach with forward-thinking strategies to turn challenges into opportunities—whether it’s designing agile continuity plans, structuring for growth, crafting visionary succession roadmaps, or forging decisive buy/sell arrangements. With clarity, innovation, and lasting relationships, we build a solid foundation for long-term success.
Corporate Retirement Plans
We craft corporate retirement plans that blend tax efficiency, compliance, and strategic foresight. This empowers businesses to attract, retain, and reward top talent while ensuring long-term security. Whether it’s optimizing savings options or providing flexible retirement benefits, we create strategies that build lasting value for your organization and its workforce.