Ultra-high-net-worth individuals with estates valued above the $13.61 million estate-tax lifetime-exclusion amount in 2024 (or $27.22 million for married couples filing joint tax returns) have several opportunities to reduce their estate tax liabilities at death while preserving wealth for future generations while they are alive. Give Multiple Gifts During Life. Making annual exclusion gifts enables […]
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
Nineteenth Floor
Ft. Lauderdale, Florida 33301-4267
954-712-8888 Phone | 954-712-8900 Fax
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.
Provenance Wealth Advisors does not give tax advice. You should discuss any tax or legal matters with the appropriate professionals.
Provenance Wealth Advisors 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 Provenance Wealth Advisors Financial Advisor 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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| PWA e-Brochure | DownloadPreview |
| Inside PWA | DownloadPreview |