50 Graystone Dr, Daleville, VA 24083

281-899-0001
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About

Who is Provident Wealth Strategies?

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Client Centered

  • Trusted Financial Guidance with a Personalized Approach

    Serving clients across Texas and Virginia, we are seasoned financial advisors with over 37 years of experience in wealth building and strategic financial planning. Our client-first approach ensures tailored solutions designed to help you achieve your financial goals.

    We are affiliated with LaSalle St. Investment Advisors, Inc., a respected Registered Investment Advisor (RIA) with a network of 300+ advisors nationwide. Our broker-dealer, LaSalle St. Securities, has been providing trusted financial services since 1974, with headquarters in Chicago, IL.

    With access to top-tier clearing firms, Fidelity Institutional and National Financial, clients benefit from security, reliability, and seamless financial management.

    Partner with an advisor who puts your future first.

Services

  • Financial Planning, Net Worth statements, Retirement projections, college funding, estate planning, life and disability insurance review, and investment risk assessment.
  • Employee Benefit plans: 401ks, SEP IRAs, Cash Balance pension etc.
  • Fee based investment models tailored to your goals and risk levels

Products

  • Model portfolios
  • Model portfolios
  • Sector rotation strategies
  • Mutual funds, Exchange Traded Funds, stocks or bonds Insurance and Annuities Asset protection strategies Review of current policies Life time income strategies

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