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…
Effective Jan. 1, 2025, the federal estate tax exemption increased to $13.99 million, or $27.98 million for married couples filing joint tax returns. This means that individual taxpayers can transfer up to $13.99 million in assets to their heirs (or…
Ultra-high-net-worth individuals with estates valued above the $13.99 million estate-tax lifetime-exclusion amount in 2025 (or $27.98 million for married couples filing joint tax returns) have several opportunities to reduce their estate tax liabilities at death while preserving wealth for future…
Growing a family, buying a home and retiring from your professional career are exciting life events that people talk about but few plan for. If you put off planning for these happy occasions, imagine how little time you devote to…
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…
