Provenance Wealth Advisors

Happy Fourth of July! Today, we celebrate the spirit of independence, freedom, and opportunity that unites us as Americans. Wishing everyone a happy and safe Fourth of July weekend!

In observance of Independence Day, our offices and the U.S. stock market are closed today. We wish you and your loved ones a safe, happy, and enjoyable holiday. Happy Independence Day from all of us at Provenance Wealth Advisors!

Olga Ismail, head of retirement plans consulting, recently attended the Capital Group Women’s Defined Contribution Leaders Forum, joining peers from across the industry for thoughtful discussion and collaboration.

The experience reinforced the value of continued learning, strong industry partnerships, and a shared commitment to improving retirement outcomes for participants.

We’re proud to have Olga representing our firm and bringing valuable insights back to support our clients and team.

Members of our PWA team attended Wealth Management EDGE and the Practifi Power User Forum this past week, connecting with peers and gaining valuable perspective.

We’re excited to apply the insights shared as we continue evolving as a firm, integrating new technologies and maintaining our commitment to exceptional client service.

Wishing a Happy Father’s Day to all the fathers and father figures who inspire, support, and lead with dedication every day. We celebrate the impact you make both at home and in our communities. Happy Father's Day!

In observance of , the stock market and our offices will be closed as we take time to reflect and honor this important day. Happy Juneteenth!

Happy World Environment Day! Giving back is part of who we are, and our beach cleanups are one of our favorite traditions. Grateful for our team coming together to make a positive impact on the communities and coastlines we call home.

The pandemic was a stark reminder that life’s uncertainties can strike without warning. Miami Financial Advisor Kathleen Marteney shares how establishing key financial and estate planning tools while you’re healthy helps protect your loved ones and ensures your wishes are honored.

Planning for the Unexpected by Kathleen Marteney, CRPC® - Provenance Wealth Advisors For some, the COVID pandemic may seem like a distant memory. However, if there is one lesson we learned from that period it’s that no one is immune from a job loss, a business closing, or a life-threatening illness. When these challenges occur, it is often too late to develop plans that you can pu...

Our team honors and remembers those who have made the ultimate sacrifice for our country this Memorial Day. Our offices and the U.S. stock market will be closed on Monday, May 25, in observance of the holiday. We wish everyone a safe and enjoyable Memorial Day weekend.

Grateful for the time spent together celebrating our team at our longtime tradition of lunch at Joe’s Stone Crab. Moments like these remind us how much we value connection, collaboration, and shared success.