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Tampa Bay-Lakeland
Business Observer Friday, Nov. 16, 2018 3 years ago

Billion-dollar investment firm opens new office in area

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Provise, a manager of $1.45 billion in assets, expands to Tampa.

TAMPA — Provise, a Clearwater-based financial planning and investment management firm, has expanded its footprint in the area by opening an office in Tampa’s Westshore business district.

According to a press release, the company’s full range of services will be offered at the office, located at 4350 W. Cypress St., Suite 225.  

Provise, the release states, works with more than 1,100 clients in more than 30 states, managing some $1.45 billion in assets. Over three decades in business, it has grown to specialize in all aspects of financial planning, including wealth planning, retirement planning, portfolio construction, philanthropic and charitable giving, and estate and trust planning.

“One of our firm tenets is the belief that financial planning is more than just a one-time event,” states Raymond Ferrara, CEO of Provise, in the release. “We take a very individualized approach to financial planning, working closely with each client to identify goals and help them plan accordingly. By expanding into Tampa, we think we’ll be able to help even more people meet the goals that make the most sense for their situation.”

 

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