INVESTMENT MANAGEMENT

INTENTIONAL PLANNING, ABUNDANT LIVING 

Under our management,Providence Private Wealth has the experience to help identify which investments are most appropriate for your specific investment objectives and tolerance for risk.  Through a relationship with LPL Financial, the largest independent broker dealer in the country, as reported by Financial Planning Magazine, June 1996-2019, based on total revenue, Providence Private Wealth offers they industry’s broadest, non-proprietary investment platforms, providing choice and objectivity when recommending investments. We provide access to and advice in all the following areas:

Equities, Fixed Income
Mutual Funds, Exchange Traded Funds (ETFs)
Annuities, Alternative Investments
3rd Party Investment Managers, Education Funding

Providence Private Wealth also manages a number of proprietary discretionary portfolios. Each portfolio is designed to match investment objectives to the most suitable investment mix.