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Provenance Wealth Advisors

EST. AUM
$3,627,176,290

CONTACTS
4

CLIENT ACCOUNTS
3,820

Firm Details

Metro area Ft. Lauderdale
CRD Number 126529
Website provwealth.com
Client types

Overview

Provenance Wealth Advisors employs a comprehensive approach to estate, financial, business, and investment planning. The firm is dedicated to assisting clients in navigating complex financial and risk environments. Their experienced planners meticulously assess each client's unique financial circumstances, business obligations, and family responsibilities in relation to their long- and short-term goals. Recognizing that proper planning is a process, they are adept at managing the necessary steps, sensitive discussions, and technical details that unify a comprehensive life plan. Shane Phillips is primarily responsible for conducting due diligence.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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