Wealth & Money Management Awards 2015

ProVise Management Group, LLC

ProVise Management Group, LLC is one of the 2015 winners of Wealth & Money Management Awards at Wealth & Finance.

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About ProVise Management Group, LLC

Best in Asset Protection for 2014 – USA, and Tax Planning Team of the Year – Florida

ProVise Management Group, LLC is a nationally recognized, fee-based financial planning and investment management firm located in Clearwater, FL with $1.14 USD under management as of June 30, 2014.  Since our founding in 1986, we have measured our success by the success of our clients. Our mission is to contribute to the financial freedom of our clients by providing personalized, independent, financial planning and asset management services through the many phases of life. We work with both individuals and institutions in a variety of capacities.

Using a fiduciary standard of care, we provide holistic financial planning and investment management.  Our services are aligned with the unique facts and circumstances of each individual client.  Using a team approach, our twelve professionals are supported by an outstanding staff.  Whether looking for individual financial planning, retirement planning, estate planning, charitable giving, or investment management it can be found at ProVise.  We also do 401k fiduciary audits to assure trustees that they are not overpaying and that the investments are suitable at a fiduciary level.

“Financial planning for your life….and your lifestyle” (SM).

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