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Your trusted advisor - providing a sounding board, creative engine and path-clearing approach to your goals.
Client Service Team
Oscar Castellanos, AAMS, WMS
Financial Advisor
Shane Phillips, CFA, CAIA, CFP®
Portfolio Manager
Morgan Hill
Client Service Associate
Melvin Perez, CFP®
Financial Advisor
German Ornes
Client Service Associate
gornes@provwealth.com
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Home
About Us
Community Involvement
Mission Statement
Our Teams
Our Difference
How You Will Benefit From Our Services
Back
Services
Getting Started
Business Structures, Buy/Sell Agreements and Business Succession Planning
Charitable and Philanthropic Planning
Comprehensive Financial Plans
Corporate Retirement Plans
Estate Planning
Estate Planning and Wealth Preservation for Non-U.S. Residents
Insurance Planning
Investment Planning
Legacy Planning
Retirement Planning
Special Needs Planning
Back
News and Commentary
Relatable Finance Podcast
Back
Affiliates
Contact
Careers
Back
Account Access
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