Provenance Wealth Advisors
Shane Phillips joined Provenance Wealth Advisors in 2014 and is trusted by clients for his extensive investment and personal finance expertise. He serves as a portfolio manager and member of the PWA in-house investment committee and research team, where he helps direct asset allocation and fund manager selection for a wide array of clients.
Shane employs holistic financial planning, investment consulting, and research and analysis to deliver a customized and comprehensive financial plan for each client. He primarily works with business owners, entrepreneurs, high-net-worth individuals and families, and retirees seeking the preservation of their lifetime savings.
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Provenance Wealth Advisors
Provenance Wealth Advisors' team of experienced planners carefully evaluates the clients’ personal financial situations and their business and family responsibilities against a backdrop of their long and short-term goals. Proper planning is a process. Provenance Wealth Advisors understand the steps required to create a comprehensive life plan, the delicate conversations that often take place and the technical details that tie everything together.