What Makes Us Different

When someone becomes a client of Providence Wealth Management, they become a member of our family. We truly care about our clients and consider many of them to be our friends and part of our family. We have been at our clients’ side through many trying times, including the tragic loss of a loved one, divorce, and many other challenging life events. We don’t just work with money, we work with people first and foremost. So before we can recommend an investment strategy, it’s important that we get to know you and what’s most important to you.

Beginning

We’ll start by meeting with you and talking about your financial needs, current assets & debts, investment goals, risk tolerance and timelines. After our meeting, we will create a strategic investment portfolio, personalized to your financial plan.

Middle

Once your plan is in place, we continuously watch your portfolio, and when market conditions change, we make the appropriate adjustments, while keeping you informed with meaningful communication.

End

At the end of the day, our business is about relationships, and we want to be a trusted partner that helps you make great decisions and provides you and your family confidence in your financial plan.

We work under a fiduciary standard of care.

Therefore, we are dedicated to putting our clients’ best interests ahead of our own

We Help Families that are motivated by:

An awareness that engaging professionals to help will allow them to spend more of their time in activities they enjoy.
That they may not have the experience to develop and execute a successful plan by themselves.
Knowledge that without a good plan the wealth and values they've created may vanish over time.

Advisor

Joe Patrick

Joe has 19+ years of experience providing Comprehensive Wealth Management and Retirement Planning, with a focus on Investment, Tax, Estate, Charitable and Retirement Distribution strategies for high net worth individuals and families. He served as a Vice President with Fidelity Investments for 10 years, where he was responsible for providing Wealth Management services for over 500 families worth a combined $600 million+ in assets. He was also a member of Fidelity’s South East Leadership team, providing financial planning coaching for many other advisors in the region.

Joe holds a degree in Finance from the University of Cincinnati College of Business. He has completed the University of Georgia Executive Program in Financial Planning and holds a Series 65 (Uniform Investment Adviser Law Examination).

Joe is very passionate about helping individuals and families realize their financial goals and life-long dreams, a work ethic and desire to help others that was influenced by his parents. Joe and his wife Kristin live in Roswell with their 2 children and are active members of Mount Pisgah and Northpoint Community Church. Joe enjoys traveling, attending sporting events, playing golf, and cherishes time with his family most of all.

Charles Schwab & Co., Inc. As Custodian

These materials have been independently produced by Providence Wealth Management. Providence Wealth Management is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Providence Wealth Management provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.