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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:

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

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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.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 
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SSecurities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Providence Private Wealth are separate entities from LPL Financial.

 

The LPL Financial registered representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ,FL, GA,IL,IN,MI,MN,NC,NJ,NV,PA,TN,WI,CA

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NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

 

The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

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