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About ProVise

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Where credibility meets ability

For over three decades, ProVise Management Group has delivered financial planning services that extend far beyond the bank account or balance sheet. We believe that financial success consists of small but intentional financial decisions throughout your lifetime, and we are committed to guiding you through each of those decisions before they arise.

Much like you wouldn’t trust an architect to build you a house without a blueprint, you shouldn’t trust a financial advisor to help you build your wealth without one.

Our firm structure dictates that we are held to a fiduciary standard, which is a formal way of saying our legal obligation is to our clients and acting in their best interests. We wouldn’t have it any other way. We provide heartfelt and personalized advice to help our clients holistically plan for financial milestones, nimbly navigating through the moments you schedule and the unexpected surprises.

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Working with more than 1,100 clients in over 30 states, our Clearwater and Tampa, Florida, offices specialize in all aspects of financial planning, including:

At ProVise, we focus on the individual personal needs and goals of each client. Financial planning is more than numbers, it’s planning for your family’s future. You can trust that financial future to us.       

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We believe in people.

At ProVise, we believe in helping our community prosper. Our time and knowledge are invested into organizations like Shriners Hospital for Children, Eckerd Connects, BayCare Health System, Morton Plant Mease Foundation, Directions for Living, USF College of Business and the Homeless Empowerment Program to name a few, so they can help more people live fuller lives. We are honored to be a part of these organizations in the community, and we are committed to supporting our community members in need.

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Financial planning is not one big thing…it is hundreds of little things™. We will walk with you every step of the way through investments, debt payoffs and everything in between to help you reach the financial goals that matter most to you.

STRAIGHT FROM THE SOURCE

Read our market analysis reports to stay up to date on the raw numbers that impact your financial landscape.

Building a Stronger Retirement Plan for Your Employees

Building a Stronger Retirement Plan for Your Employees

Dec 4, 2024 |

Did you know that even a small percentage in fees can erode an employee’s retirement savings by hundreds of thousands over the course of their career? For employers, this means the fees attached to retirement plans aren’t just an afterthought—they’re a key factor in shaping the financial future of your workforce.

Preserving Wealth Through Lifetime Giving: A Strategic Approach

Preserving Wealth Through Lifetime Giving: A Strategic Approach

Sep 23, 2024 |

Estate planning is a crucial aspect of financial management, especially for individuals with substantial assets. With the ever-changing landscape of tax laws, one effective strategy for preserving wealth and minimizing the burden of federal estate taxes is lifetime giving. This approach not only allows individuals to transfer wealth to their loved ones during their lifetime but also offers significant tax benefits. As we approach the sunset of the Tax Cuts and Jobs Act in 2025, understanding and implementing lifetime gifting is especially important.