Welcome!
Proventus Financial Group is a comprehensive financial services firm. It is our mission to help our clients build wealth, manage wealth, and transfer wealth to their loved ones and not the IRS. We focus all of our energy to giving our clients a financial peace of mind allowing them to enjoy the aspects of life that are important while not having to worry about their financial well being. The path that leads to financial success is challenging and ever changing that requires disiplined and insightful financial planning decisions.
Proventus Financial Group uses the personal touch of a small business and the resources of the biggest financial institutions in the world. We understand that our clients are concerned with keeping the assets they have and allowing them to grow, but at the same time minimizing risk and tax consequences. Our own unique investment philosophy allows us the ability to use private money managers that individual investors could not use on their own. This process enables us to find the exact financial product or products to acheive all of their financial goals.
We do face to face personal consulations using our process for all of our clients.
This way the plan is based on your time horizon, objectives, and ability to handle risk.
From this an Investment Policy Statment will determine your returns relative to your risk level.
The portfolio will strictly follow the Investment Policy Statement.
We then carefully monitor your portfolio and rebalance when needed.
This makes sure that we are always selling high and buying low without timing the market.
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Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.
A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state`s broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state`s broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.
We are security licensed in the following states: Georgia, Virginia, Maryland, Washington D.C. North Carolina, Pennslyvania, Oregon, and Flordia |
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