ProvenanceWealth

Provenance Wealth Advisors provides a holistic approach to income, estate, financial and business planning.

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[ProvenanceWealth @ProvWealth]

The stock market and #PWA offices are closed today in observance of Good Friday. We wish all who celebrate a safe and joyous Easter weekend. #marketclosed #officeclosed

[ProvenanceWealth @ProvWealth]

Wishing you a joyous and meaningful Passover! May this season of reflection and renewal bring peace, unity, and blessings to you and your loved ones. #ChagSameach #Passover

[ProvenanceWealth @ProvWealth]

Missed the deadline for #estatetax portability? The IRS now allows widows and widowers up to five years to claim a deceased spouse’s unused exemption—shielding assets from future estate taxes. Ft. Lauderdale Financial Advisor Scott Montgomery shares more. https://t.co/JKCOkna2mC

[ProvenanceWealth @ProvWealth]

Life’s big moments deserve careful financial planning. Don’t wait until it’s too late to secure your future. Miami Financial Advisor Shane Phillips shares how these milestones can be navigated with confidence. #FinancialPlanning #WealthManagement https://t.co/UoNLJq8n66

[ProvenanceWealth @ProvWealth]

Maximize your year-end bonus with these 7 smart money moves for a stronger financial future. Miami financial advisor Kathleen Marteney shares more. #financialplanning #estateplanning https://t.co/GZq5flYIXc

[ProvenanceWealth @ProvWealth]

As Ramadan begins today, #PWA wishes you abundance and joy. #RamadanKareem

[ProvenanceWealth @ProvWealth]

Diversification is key to navigating market ups and downs. Ft. Lauderdale Head of Retirement Plan Consulting Olga Ismail shares how to stay strategic with your investments. #Investments #Diversification https://t.co/ZBCfbJmoGU

[ProvenanceWealth @ProvWealth]

Empower your future by maintaining the strength of your Power of Attorney. West Palm Beach Financial Advisor Brendan Hayes shares why you should plan to ensure your financial affairs are managed according to your wishes. #EstatePlanning #PowerOfAttorney https://t.co/rtkVQpEsSW

[ProvenanceWealth @ProvWealth]

#PWA offices and the market are closed today in observance of Presidents Day. We look forward to assisting you tomorrow - enjoy the day off! #PresidentsDay #marketclosed

[ProvenanceWealth @ProvWealth]

Retirement isn’t just about saving—it’s about strategizing. Every decision impacts your financial future. Ft. Lauderdale Financial Advisor Sean Deviney shares how to plan wisely to make the most of your golden years! #RetirementPlanning https://t.co/3hPNu0ZIGZ

[ProvenanceWealth @ProvWealth]

We are thrilled to reveal our new #BocaRaton office! A huge thank you to everyone who made this possible—here’s to new beginnings and continued success! #GrandOpening #NewBeginnings

[ProvenanceWealth @ProvWealth]

Ready to make the most of your #legacy? Managing Director and CEO Eric Zeitlin shares how swap powers in intentionally defective grantor trusts (IDGTs) can be a game-changer for estate planning. #EstatePlanning #WealthPreservation #IDGTs https://t.co/VwQF9hoC18

[ProvenanceWealth @ProvWealth]

This year marks a remarkable milestone, our #SilverAnniversary. For 25 years, we have been honored to serve our clients with #dedication, #innovation, and #integrity. Here’s to the journey we’ve shared and to the future we'll continue to build! #Gratitude #ExcellenceInService

[ProvenanceWealth @ProvWealth]

Today marks the start of #BlackHistoryMonth, a period dedicated to paying tribute to the achievements, stories and contributions of Black people who shaped our nation. We look forward to celebrating. #BHM

[ProvenanceWealth @ProvWealth]

Planning your legacy is about more than numbers—it's about fostering understanding and fairness among your loved ones. Miami Financial Advisor Lee Hediger shares how open conversations and thoughtful planning are the key to success. #legacyplanning https://t.co/hw183MeFTQ

[ProvenanceWealth @ProvWealth]

Unlock the potential of Non-Qualified Deferred Compensation (NQDC) plan. Ft. Lauderdale Financial Advisor Sean Deviney shares how #NQDC plans can help attract and retain top talent while offering personalized solutions for executives. Read more here https://t.co/vqA2oI1gZT

[ProvenanceWealth @ProvWealth]

Today, we celebrate Martin Luther King, Jr. Day. Let us strive to fulfill the standard he set, the legacy that lives on, and the challenge that remains. Our #PWA offices and the market are closed today. We look forward to assisting you tomorrow.

[ProvenanceWealth @ProvWealth]

Cosigning a loan can impact your credit and finances for years. Miami Financial Advisor Kathleen Marteney shares how to weigh the risks, explore alternatives, and protect yourself from potential fallout. #estateplanning https://t.co/wVJOKKCZft

[ProvenanceWealth @ProvWealth]

#PWA Head of Retirement Plans Consulting Olga Ismail was featured in a CNBC article discussing the rise of Roth 401(k)s and their impact on retirement savings. Check out her insights here. Way to go, Olga! #CNBC https://t.co/QTfPQOt1DB

[ProvenanceWealth @ProvWealth]

Big changes for workplace #retirement plans begin this year. Ft. Lauderdale Head of Retirement Plan Consulting shares updates on the #SECUREAct2.0 from automatic enrollment to higher catch-up contributions and faster eligibility for part-time workers. https://t.co/DRgRoT4hP2