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.

FIDUCIARY STANDARD OF CARE

It means that the goal of those who provide you with advice put your interest ahead of their own. Be aware that there may be people who provide investment advice who are not Registered Investment Advisors, therefore may not adhere to this important standard. Instead they may follow a lesser standard called the “suitability standard”. This means that an investment may be deemed suitable for someone in your circumstance, but may not be in your interest to 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.

Team

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Joe Patrick

Joe has 12+ years experience providing Comprehensive Wealth Management and Retirement Planning, with a focus on Investment, Tax, 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 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 if Cincinnati College of Business. He has completed the University of Georgia Executive Program in Financial Planning, and holds a Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Exam).

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 and are active members of the Northpoint Community Church. Joe enjoys traveling with his wife, attending sporting events, playing golf, and cherishes time with his family most of all.
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Brett Power

Brett has over 12 years of experience focused on managing the investments and planning needs of a diverse base of families and individuals.

Brett attended the University of Georgia earning his Bachelor of Science in Economics and Georgia State University completing his MBA. He holds both the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations, a distinction shared by few advisors. Brett is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.

Brett and his wife, Lindsey, live in Milton with their daughter, Harper, and dog, Tripp. Brett enjoys spending time making memories with his family, cheering on the Georgia Bulldogs and running.

Broker Dealer

Kestra Financial

Kestra Financial, Inc. empowers leading independent advisors to provide superior client service. Headquartered in the “Silicon Hills” of Austin Texas, Kestra Financial supports more than 1700 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC, Kestra Advisory Services, LLC (Kestra AS) and Kestra Private Wealth Services, LLC (Kestra PWS). Securities offered through Registered Representatives of Kestra IS. Investment Advisory Services offered through Investment Advisor Representatives of Kestra AS or Kestra PWS, an affiliate of Kestra IS.
Kestra Website

CUSTODIAN: FIDELITY CLEARING AND CUSTODY SOLUTIONS®

Execution, clearance, and settlement of securities transactions. Preparing and sending periodic statements and confirmations. Custody, receipt, and delivery of funds and securities

Every broker-dealer needs a clearing house to provide trade execution, clearing and other related services for your brokerage accounts. Kestra Investment Services, LLC's brokerage accounts are carried by Fidelity Clearing & Custody Soutions® and its broker-dealer, National Financial Services, LLC (NFS), member NYSE/SIPC. Securities in accounts carried by NFS are protected in accordance with the Securities Investor Protection Corporation (SIPC) up to $500,000 (including up to $250,000 for cash awaiting investment). These limits are on a per-customer basis, as defined in the Securities Investor Protection Act. NFS also has arranged for coverage above these limits. Neither coverage protects against a decline in the market value of securities, nor does either coverage extend to certain securities that are considered ineligible for coverage. For more details on SIPC or to request a SIPC brochure, visit www.sipc.com or call 1-202-371-8300.

Fidelity Investments is an independent company, unaffiliated with Providence Wealth Management. Fidelity Investments is a service provider to Providence Wealth Management. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investment, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Providence Wealth Management and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 887211.1.0