Wealth Management

Our trust experts provide guidance in establishing trust services that fit your specific financial position so you can manage your wealth today, while being assured that your loved ones are provided for, the way you intend them to be, well into the future.

Establishing a trust can provide significant benefits –

  • Helps manage your assets during your lifetime and beyond
  • Can provide considerable tax advantages
  • Allows you the ability to pass on as much of your wealth as possible to beneficiaries
  • Carries out execution of charitable contributions
  • Ensures your wishes are carried out
  • Provides support for loved ones

We offer numerous trust services, each having a specific function, that can be established to accomplish your personal goals –

  • Executor/Administrator Services
  • Testamentary Trusts
  • Personal/Living Trusts
  • Insurance Trusts
  • Guardianships

Investment services to build your porfolio —

Providence Wealth Advisors, LLC, a Providence Bank & Trust company, offers diverse investment products and services while providing an exceptional client experience. Providence Wealth Advisors assesses and adapts to support each client’s unique financial strategy.

To learn more about investment services provided through Providence Wealth Advisors, LLC visit www.providencewealth.com.