- November 16, 2020
SARASOTA — Miami-based wealth planning firm Provenance Wealth Advisors has opened a Sarasota office.
According to a press release, the office is at Main Street and U.S. 301. It is lead by Regional Director and Financial Advisor Rob Weiss.
The firm provides financial planning for business owners, entrepreneurs and high net worth individuals, he release adds.
Weiss has 35 years of experience in the financial services industry, according to company materials. The firm’s strategies include long-term care insurance, long-term investments, wealth management and legacy plans and charitable giving.