What Makes Us Different
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.
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 of 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.
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.
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
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