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.