Clearwater Marine Aquarium's incoming Chairman of the Board Chair and ProVise Director of Finacial Planning Paul H. Auslander, CFP® is passionate about rehabilitating and rescuing marine animals. ProVise Management Group was proud to sponsor Clearwater Marine...
Charitable giving is beneficial for everybody. Not only does giving benefit the recipient, but it benefits the giver who can receive a tax deduction. Not to mention the psychological benefits of giving as well. Charitable giving in 2020 may raise some question marks...
If you are philanthropically inclined, we applaud your generosity. Philanthropic giving is both beneficial to a charity’s mission and yourself by lowering your annual tax liability and because it makes you feel good about giving back to the community. If you have...
New Tampa Bay Business Journal list lands ProVise at No. 5 in ranking by AUM
Generous. Problem-solver. Inclusive. Authentic. Courageous. These are just some of the words people use to describe Dorothy, who passed away in December 2017 after a long and courageous battle with breast cancer. Dorothy, who had been Senior Financial Advisor at...
Recent Comments