Individuals looking to boost their retirement savings beyond the traditional limits of workplace 401(k) and 403(b) plans may have an opportunity to do so with a mega backdoor Roth. This strategy may provide a workaround to the income and contribution limits of Roth IRAs while allowing high-net-worth individuals to yield the benefit of tax-free distributions […]
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
515 E. Las Olas Boulevard
Fifteenth and Sixteenth Floors
Ft. Lauderdale, Florida 33301-4267
954-712-8888 Phone | 954-712-8900 Fax
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment Advisory and Financial Planning services are offered through Raymond James Financial Services Advisors, Inc., and Provenance Wealth Advisors, a Registered Investment Advisor. Provenance Wealth Advisors, Berkowitz Pollack Brant Advisors + CPAs and BayBridge are not registered broker/dealers and are independent of Raymond James Financial Services, Inc.
Raymond James does not give tax advice. You should discuss any tax or legal matters with the appropriate professionals.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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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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| Inside PWA | DownloadPreview |
| PWA e-Brochure | DownloadPreview |