PROVISION WEALTH MANAGEMENT, INC

Overview

Provision Wealth Management, Inc. is an independent registered investment adviser that serves individual and family clients, focusing on financial planning and portfolio management for individuals and small businesses. The firm also operates as an insurance broker, which informs its use of insurance products such as annuities alongside discretionary portfolio management. Fee arrangements mix a percentage of assets under management with hourly and fixed-fee engagements, allowing flexibility for both ongoing advisory relationships and project-based planning work. Investment activity centers on pooled public funds and mutual funds as the primary vehicle for client allocations, with a material portion of assets managed on a discretionary basis. The firm does not position itself as a multi-state or pension consultant adviser and is not identified as an active ESG investor. While Provision Wealth Management is not a capital allocator in the sense of running its own third-party alternative manager platform, it does place client capital into external alternative real estate vehicles when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices