In this episode, the relatable finance guys discuss the classic saying keeping up with the Jones’s in 2023 when comparisons and jealousy are everywhere. They discuss expectations, fair comparisons and the steps to take to make and reach appropriate goals. Planning and taking action are key!
The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning. We take pride in helping clients to navigate complex financial and risk environments.
Fort Lauderdale Office
200 E. Las Olas Boulevard
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Ft. Lauderdale, Florida 33301-4267
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Securities are offered through PWA Securities, LLC, registered broker/dealer, member FINRA/SIPC. Investment Advisory Services are offered through Provenance Wealth Advisors, LLC, an SEC-registered investment adviser. Clearing and Custody for PWA Securities, LLC and Provenance Wealth Advisors, LLC are through Raymond James & Associates, Inc. Neither PWA Securities, LLC nor Provenance Wealth Advisors, LLC is an affiliate of Raymond James & Associates, Inc.
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| Advisor Transition Guide | DownloadPreview |
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| Directorship | DownloadPreview |
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| Optional Succession Agreement | DownloadPreview |
| Advisor Agreement | DownloadPreview |
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| 2023 Benefits Guide | DownloadPreview |
| 2023 Payout Levels | DownloadPreview |
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| PWA e-Brochure | DownloadPreview |
| Inside PWA | DownloadPreview |