Our Approach

Asset Management

Take the worry out of wealth management so you have the freedom to enjoy your life.

Our Approach

The ProvistaPlan

Financial Planning

Asset Management

Tax & Estate Planning

Retirement Planning

Insurance

We design flexible portfolios that maximize wealth potential in keeping with your goals.

At Provista, we create strategic, carefully curated portfolios of well-diversified investments to support your future plans. Whether you’re a retiree, a business owner, or saving for your child’s education, our expert advisors can help you maximize the potential of your assets.

Schedule an Appointment

We house a team of specialists working together to guide you.

ASSET MANAGEMENT THAT HELPS ALLEVIATE WORRY

First-class service with a personal touch

Full visibility to monitor investments and measure your progress

Protect, preserve and grow your wealth with investments hand-selected for you.

As independent advisers, we’re not bound by corporate regulations or sales targets and can offer a wider variety of investment opportunities. Your custom portfolio will utilize an array of products according to your needs—and we’ll be there to personally help you make decisions and manage your investments every step of the way.

Our Model

We want to come alongside clients and stick with them for the long-run to make sure they are accomplishing the things they want in life.

Clarke Smith,
Partner & Managing Director

FAQs

Can you help me understand the investments I own?

Our team at Provista has found that many people do not understand the types of investments they own, how much they own of them, and the purpose of those investments. Often, we find people's investments among IRAs, 401ks, and investment accounts can become cluttered, too concentrated, or even too diversified.

We educate you on what you own and let you know what is helping or hurting in your portfolio for the goals you are trying to achieve. We strive to be very transparent about our investment philosophy and to customize your investment strategy to help meet your goals and objectives in a cost-effective and tax-efficient way.

How do I know my investments are appropriate?

At Provista, we take our time to understand what you are trying to achieve with your wealth as well as the amount of risk you are comfortable taking. We analyze your investments to match both risk tolerance and goal achievability. We offer a complimentary analysis showing you how your investments compare to benchmarks, typical industry fees, and appropriate risk.

We'll identify any areas that could be holding your portfolio back from success and help you understand what you own so you can rest assured you're on the right track.