The Scheer Provenz Group

The Scheer Provenz Group Serves an accomplished and affluent clientele whose life priorities call for personalized retirement and inter-generational wealth planning and often preparation for liquidity events (including the sale of a home, practice or business).

Among those who’ve worked years with Michael Provenz are active and retired physicians (and their practices), private business owners, corporate executives, and multiple generations of families in the New York Tri-State area, Florida and nationwide.

“The primary goal of most clients is to reliably provide for their continuing lifestyle needs,” explains Michael Provenz. “We design strategies geared towards each client’s personal aspirations, goals and tolerance for risk. We also assist in fulfilling their need to retire comfortably, while working to increase their overall net worth.”

To capture upside market movements, The Scheer Provenz Group believes in globally diversifying client portfolios among multiple asset classes and sectors. Using internal and external research, the team formulates actively managed portfolios that may include mutual funds, ETFs, fixed income and alternative investments.  To optimize opportunity on both sides of clients’ balance sheets, access is provided to Bank of America N.A for liability management including residential and commercial lending.

As Michael Provenz points out, “Perhaps our greatest strengths are our team’s deep experience, our years together, and the level of personal service we provide. We measure success by each client’s satisfaction and the fact that the client base has grown exclusively from referrals. We’ve also focused on building a team of professionals whose backgrounds and ages align nicely with those of clients. This gives us the ability to relate well on a personal basis with clients and their families. Our mission is to create lasting wealth that can span generations for clients we’ve come to know and admire.”


*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

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