Provenance Wealth Advisors
PWA’s team of experienced planners carefully evaluates each client’s personal financial situation and their business and family responsibilities against a backdrop of their long and short-term goals. This 360-degree view helps PWA planners identify opportunities, gaps and potential problems so they can offer thoughtful and results-oriented solutions.
PWA’s approach is unique because it considers the holistic business and personal financial issues for each client.
The firm’s areas of expertise include:
- Estate planning
- Business and succession planning
- Investment planning
- Insurance planning
- Retirement planning
BayBridge Real Estate Group
BayBridge is a comprehensive group of companies focused on principal real estate investment, brokerage and commercial mortgage banking. Specializing in the Florida market, BayBridge has a specific focus to help clients and their investors through all phases of their transaction from strategic planning and analysis to financing, negotiation, acquisition and disposition.
BayBridge Equity Investments sources investment opportunities for clients. With expertise in analyzing, acquiring, structuring and operating properties, the firm enables investors to deploy private capital up to 10 years with a focus on stable operating cash flow. The company’s non-institutional approach means that high-net-worth investors, pension funds and estates can take advantage of real estate opportunities managed by experts who take care of the details. BayBridge’s experienced real estate professionals handle all aspects of each investment, from structuring through operation to eventual disposition.
Orion Real Estate Group
Established in 1978, Orion Real Estate Group is a full service commercial real estate firm with offices in Miami and Orlando. Orion provides consulting services to national and international buyers of commercial real estate. With a fully integrated and comprehensive platform, Orion has handled more than $2 billion in transactions and manage a portfolio exceeding $400 million. Our firms have worked together for more than 30 years helping clients acquire and dispose of assets.