Providence Wealth Advisory Group
Providence Wealth Advisory Group is a boutique independent investment advisory firm committed to the financial well-being of its clients. Established in 2000 and headquartered in Australia, the company provides independent advice, comprehensive wealth management, and investment strategies to high-net-worth individuals, families, and non-profit organizations. With a proven track record and over $1.5 billion under advice, Providence specializes in succession planning, retirement planning, family office services, and philanthropic services. Industries it has a preference for include: Education/Training and Software/Internet. Verticals it has a preference for include: EduTech. Its preferred route(s) to market include: Primary Funds.