Personalized Wealth Management
Our Mission
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach
your goals.
Hedged Private Wealth Advantage
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.
Our Services:
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
Retirement Strategies
Tax Management
Insurance & Annuity Products
Investment Management
Estate Conservation
Income Planning
Mark A. Provenzano
Investment Advisor Representative
Mark A. Provenzano is the Founder and Principal of Hedged Private Wealth LLC., a Wealth Management and Financial Planning Firm. Mark is a licensed Investment Advisor Representative with more than 21 years of dedicated service in the financial industry.
Mark obtained his Bachelor of Science Degree in Accounting from the University of Holy Cross. He effectively specializes in wealth preservation, accumulation, and most importantly, distribution of assets for his clients. His mission is to provide an advanced level of excellence in Wealth Management, Tax Planning, and alternative portfolio modeling by delivering a full range of sound financial strategies.
Mark A. Provenzano is the Founder and Principal of Hedged Private Wealth LLC., a Wealth Management and Financial Planning Firm. Mark is a licensed Investment Advisor Representative with more than 21 years of dedicated service in the financial industry.
Mark obtained his Bachelor of Science Degree in Accounting from the University of Holy Cross. He effectively specializes in wealth preservation, accumulation, and most importantly, distribution of assets for his clients. His mission is to provide an advanced level of excellence in Wealth Management, Tax Planning, and alternative portfolio modeling by delivering a full range of sound financial strategies.
Mark has been the featured speaker at many seminars, educating attendees on various topics including Financial Planning and Wealth Management, as well as Medicare Programs. Additionally, he has personally developed programs to help educate and meet the needs of individuals who are underserved and underprivileged.
Hedged Private Wealth believes that wealth accumulation, while simultaneously preserving the client’s assets, is paramount. Central to this philosophy is the vigilant recognition that losses hurt you more than gains help you. As Founder and Principal, Mark strives to consistently align the firm’s ideologies, thoughts, and recommendations with its clients’ wishes and best interests. He ensures that all clients are promised honesty, integrity, ethical considerations in recommendations, and most importantly, service to them.
Carrie Provenzano
Investment Advisor Representative
Carrie Provenzano, co-founder of Hedged Private Wealth LLC, is a licensed Investment Advisor Representative with over three decades of combined experience in the industries of management, insurance, and financial services. Throughout her career she has worked closely with retirees developing contingency plans that provide necessary guarantees, allowing them to not only reach their retirement goals, but also provide the peace of mind knowing that they will never run out of money in retirement. She has extensive knowledge and experience in assisting her clients with Medicare planning and benefits selection to solve critical healthcare needs. She often refers to what she does as “making everyday a Saturday” for her clients. She emphasizes the need to adjust investment plans as goals and needs change. As a fiduciary, she will treat your financial goals with the same care and interest that she devotes to her own. She looks forward to being your trusted advisor and expert resource as you build a secure portfolio of investments.
Carrie Provenzano, co-founder of Hedged Private Wealth LLC, is a licensed Investment Advisor Representative with over three decades of combined experience in the industries of management, insurance, and financial services. Throughout her career she has worked closely with retirees developing contingency plans that provide necessary guarantees, allowing them to not only reach their retirement goals, but also provide the peace of mind knowing that they will never run out of money in retirement. She has extensive knowledge and experience in assisting her clients with Medicare planning and benefits selection to solve critical healthcare needs. She often refers to what she does as “making everyday a Saturday” for her clients. She emphasizes the need to adjust investment plans as goals and needs change. As a fiduciary, she will treat your financial goals with the same care and interest that she devotes to her own. She looks forward to being your trusted advisor and expert resource as you build a secure portfolio of investments.
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