Provenance Wealth Advisors
Director and Financial Advisor Sean Deviney has nearly 20 years of experience in the financial services industry. With his multidisciplinary approach to personal financial planning and corporate retirement consulting, he is skilled at assessing circumstances and developing solutions based on his deep understanding of business strategy and estate planning.
His practice has developed into two main components – assisting corporate retirement plan fiduciaries in developing and managing retirement plans and organizing individual holistic financial planning with wealth management strategies for high-net-worth clients and ultra-affluent families.
As the leader of the PWA Corporate Retirement Plans division, Sean oversees a team of professionals who concentrate on workplace retirement plans. His team ensures each plan is designed to be valuable for the client and its participants while maintaining an effective fiduciary process. He is an integral member of the full-service team at PWA.
Provenance Wealth Advisors
Provenance Wealth Advisors' team of experienced planners carefully evaluates the clients’ personal financial situations and their business and family responsibilities against a backdrop of their long and short-term goals. Proper planning is a process. Provenance Wealth Advisors understand the steps required to create a comprehensive life plan, the delicate conversations that often take place and the technical details that tie everything together.