Provenance Wealth Advisors, an independent RIA firm, is pleased to announce that Sherry Varrelman has joined the organization as Chief Growth Officer. Sherry is a senior financial services executive with more than 30 years of leadership experience in the wealth…
FORT LAUDERDALE, FLORIDA – December 15, 2025 – Provenance Wealth is proud to announce we ranked number 42 in the national Financial Planning 2025 List of Best RIAs to Work for. This recognition underscores PWA’s commitment to creating an exceptional…
Astute business owners understand the importance of planning their exits in the early stages of their companies, before they become mired in day-to-day operations and the constant pursuit of growth and profitability. When built into a long-term business strategy, a…
FT. LAUDERDALE, FL – October 17, 2025 – Provenance Wealth is proud to announce its inclusion in the prestigious Forbes 2025 list of America’s Top Registered Investment Advisor (RIA) Firms, developed in partnership with SHOOK Research. This recognition places Provenance…
529 plans provide families at all income levels with a tax-advantaged method for funding their children’s future education. Generally, contributions are invested and allowed to grow free of federal income tax when withdrawals are used to pay qualifying higher-education expenses,…
Individual retirement accounts (IRAs) and 401(k)s serve an important purpose in estate planning, helping individuals save during their prime earning years to provide a financially secure retirement in the future. Contributions to these plans today reduce your taxable income in…
Trusts are essential to estate planning, regardless of your financial means. After all, you do not have to be a millionaire to protect your family members and plan for their continual care after you are gone. With a trust, you…
There are times when you may find yourself short on cash to cover necessary and often significant expenses. This may include circumstances when you have unexpected medical bills and home repairs or you would like to help your child pay…
Leaving behind a lasting legacy and providing for surviving family members in the event of an individual’s death or disability takes time, patience and consideration of a broad range of non-financial issues. While there are times when an unequal division…
