“We really try to do what’s right for each client we serve. Going beyond money management to educate and guide clients through their respective life issues.”

If there’s one thing I’ve learned in my more than 30 years specializing in trust services and wealth management, it’s that the work we do with our clients is so much more than just financial. It’s personal. That’s why I am proud to be a part of team that always goes above and beyond for the people we serve.

Enjoy a Personal, Trusted Relationship

At Providence Wealth Advisors, our team of investment professionals is dedicated to you, your family and your wealth management goals. As a true community based financial organization, we also offer numerous trust services through our parent company, Providence Bank & Trust. Together, we build trusted relationships that provide you with the peace of mind you deserve.