As the Provenzano-Bade-Wood Group enters its fourth decade, we remain committed to the important task of guiding financially successful clients in their financial affairs. As a wealth management team, you'll find that we're passionate about providing you with individually tailored advice, personalized attention, effective communication and extraordinary service to help you anticipate and plan for what comes next.
Our community in the industry and longevity with each other have provided us with the knowledge and perspective to help you take advantage of various market environments. Many of our team members have spent their entire careers at Merrill. We are all equally driven to combine this experience with our numerous professional designations to help you make sound financial decisions based on your unique needs. Supported by a dedicated team of client associates, we provide you with attentive and personalized service to foster an environment of empathy, warmth and compassion.
The makeup of our team from an age perspective allows us to relate to multiple generations of your family. We can serve the various financial needs that may occur during your life and the lives of your children and grandchildren. Serving as a bridge between generations, we can guide you to consider the financial well-being of your loved ones. We help educate your children and grandchildren about their future wealth so that when the time comes, they have a resource they can turn to for guidance.
We count among our clientele business owners, professionals, retirees and families across the country with multigenerational wealth. Although each client is unique, they are all driven, ambitious people who seek an advisor willing to take the time to offer insight and perspective and serve as a single point of contact for all their wealth management needs. While our clients have taken distinct paths to their achievements, virtually all have come our way through word of mouth - which we believe reflects our experience, energy, and commitment to the people who place their trust in us.
We are proud to embrace the Merrill principle of Responsible Citizenship. Outside of the office, our team enjoys volunteering with organizations focusing on the needs of members in our local community.
Approach Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.Your approach to investing Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.Understanding your goals and priorities Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
CEPA®, CFP®, CPFA®, CPWA®

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
