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Our Approach

Experience, Guidance and Support Every Step of the Way

Providence Wealth Advisors takes the time to understand your needs and encourages you to ask questions at any time. It’s an approach that enables our team of professionals to provide timely recommendations and shape your portfolio as we move forward together.


Identify Your Priorities

Everyone has a game plan of where they want to be in 10, 20, 30 years or beyond. Some are preparing for a child’s education while others want to retire young and travel the world. The professionals at Providence Wealth Advisors dedicate themselves to designing a plan based on your specific goals. To do this, our advisors implement multiple investment vehicles and channels to maintain a healthy, diverse portfolio, as well as offering numerous trust services through our parent company, Providence Bank & Trust.

When you work with Providence Wealth, you’ll receive exceptional customer service every step of the way. We don’t just build your portfolio, we build a trusted relationship with you so you can be assured in the management of your investments.