Areas of Focus and Related Links

Managing your investment portfolio is the foundation of a successful financial situation. And we go beyond that in our counsel to our clients.   We use a process of understanding your objectives, reviewing your current situation and incorporating our planning experience to develop the strategies most effective for you.

 
Areas of focus include:
 
Alternative Investments 
We have broad access to providers of private placements, real estate opportunities, and structured products that we monitor and recommend in line with your individual situation.
 
Business Succession 
Your privately-held business is a reflection of your life's work. We work with business owners to ensure that both business and family are protected. As you plan for the future of the company, we work with you to create the longer-term plan and to establish the tools to implement it.
 
Estate Planning 
You have worked hard to accumulate the means for a comfortable life, to take care of your family, to make a contribution to your community. Providence Wealth Advisors works with you and with your other planning professionals to build the appropriate structures to pass your wealth efficiently to your heirs.
 
Retirement Planning
Many clients have prepared well in advance for retirement. Others have yet to execute their plan. We work with clients to be prepared for their financial futures. We work with you to create the level of income you expect to support you.
 
Tax-advantaged Investing
For our clients whose situations warrant it, we provide you recommendations for minimizing the impact that taxes have on your investment portfolio.   Combining planning strategy with our focus in alternative investments, we help you achieve your goals for growth. 
 
 
 
The information being provided is a courtesy.  When you link to any of these websites provided you are leaving this site.  Providence Wealth Advisors and DFPG Investments, Inc. make no representation as to the completeness or accuracy of information provided at these sites.  Nor are we liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.  When you access one of these sites, you are leaving the Providence Wealth Advisors website and you assume total responsibility and risk for your use of the sites you are linking to. Employees of Providence Wealth Advisors and DFPG Investments, Inc. do not provide tax or legal advice, as such advice can only be provided by a qualified tax or legal professional, who all investors should consult prior to making any investment decision.