| Name | Title | Contact Details |
|---|
The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning. We take pride in helping clients to navigate complex financial and risk environments. Our team of experienced planners carefully evaluates our 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. We 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. The team`s areas of expertise include: • Estate planning • Business structures and business succession planning • Retirement planning • Investment planning • Insurance planning • Legacy planning • Charitable and philanthropic planning • Special needs planning For more infromation, call (954) 712-8000, visit www.provwealth.com or follow us on Facebook at Provenance Wealth Advisors and Twitter at @provwealth. Provenance Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site. Contact your local Raymond James office for information and availability.
Omnicom Capital Inc. is a Greenwich, CT-based company in the Financial Services sector.
Waterstone Management Group, LLC is a Chicago, IL-based company in the Financial Services sector.
Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. We are privileged to manage more than $770 billion in assets on behalf of clients worldwide (as of June 30, 2016). We have specialized investment teams managing investments across a comprehensive range of asset classes, investment styles and geographies, more than 6,500 employees focused on client needs across the globe, and proximity to our clients with an on-the-ground presence in more than 20 countries.
Moment Ventures is a new seed & early stage venture capital firm based out of Palo Alto, CA. We invest in companies building the Infrastructure of Everything, the technologies and business platforms needed to connect digital and physical networks. With so many new explosive categories of IT-enabled products in development, such as drones, connected cars, robots, virtual and mixed reality devices, 3D printing, sensors and even people-based platforms, we would like to work with those entrepreneurs focused on building the unique business and technology infrastructure needed to ignite a new category of connected devices for growth. The Infrastructure of Everything also includes the multi-trillion dollar traditional IT infrastructure space, where we look for cloud-first, mobile-first and machine learning innovations in data center, security, networking, storage, collaboration, performance, analytics and more.