At Provident Wealth Management Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Jarrod Rutledge, CFP®
Jarrod Rutledge is a founding partner of Provident Wealth Management Group as well as a Certified Financial Planner™ Certificant. Jarrod started his career at a major financial services company in 2004 where he worked as a...
Jason Heinzelmann, CRPC®
Jason Heinzelmann is a founding partner of Provident Wealth Management Group as well as a Chartered Retirement Planning Counselor. He started his career in the financial services industry as a market maker trading institutional money...
Financial Planning Assistant
Ryan joined the IHT team as a Financial Planning Assistant focused on strengthening the client experience. He graduated from the University of South Florida with his Bachelor’s of Science in Personal Financial Planning in...