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"I can't change the direction of the wind
but I can adjust my sails
to always reach my destination."

Welcome to Providence Wealth Management

We believe that providing competent and thoughtful financial advice can only be accomplished by thoroughly understanding your personal values, beliefs and life goals. There are many paths to financial well-being. We collaborate with you to create a customized plan that provides for you, your family and any philanthropic causes that you cherish, now and in the future.

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Our Services

Investment Management

Investment Management

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Financial Planning

Financial Planning

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Tax Strategy

Tax Management

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Income Planning

Income Planning

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Charitable Giving

Charitable Giving

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Income Planning

Income Planning

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Charitable Giving

Charitable Giving

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Our Mission

is to be your financial partner for life – your trusted advocate and guide – helping you achieve a greater confidence in your investments.

As trusted advocates and guides, we welcome our fiduciary duty to put your interests first and are committed to provide wisdom and direction that will make a meaningful difference in your life. We help you simplify your financial life and provide proven strategies to mitigate the economic impact of life’s challenges. Life will never be worry-free, but you can enjoy the financial freedom, meaning and fulfillment that comes along with a prudent and thoughtful financial plan.

Recent Articles

These resources are available to assist you in navigating your financial journey.

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I can’t change the direction of the wind, but I can adjust my sails to always reach my destination

- Jimmy Dean