Providence Wealth Advisors

To our clients and prospective clients:

 

We value your interest in Providence Wealth Advisors, and appreciate the opportunity to provide you information about us and our approach to your financial needs.

 

As co-principals of Providence Wealth Advisors, we bring 58 years of combined experience in the financial services industry to our relationship with you. As you have seen from our home page, your financial well-being is at the core of the promise we make to you. We approach your investment and insurance needs in the same way we handle our own families' financial situations. We believe strongly in the importance of a well-diversified portfolio, grounded in Modern Portfolio Theory, and the appropriate protections to attempt to safeguard and enhance the lives of you and your family members.

 

Our clients can benefit from both our approach to financial management and the options we provide using our experience with alternative investments.

 

We invite you to read a bit about your principals of Providence Wealth Advisors, below, and our Client Promise to you. Please contact us at any time to talk more about how we can provide you distinctive direction on a traditional path to a successful financial situation.

 

  John T. Lady, CLU, ChFC

   Principal