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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.

Hedged Private Wealth, LLC. Registered Investment Advisor. The firm and its investment advisor representatives are registered to do business in the state of Louisiana. The firm and its investment advisor representatives will only communicate and/or transact business in states that the firm or its investment advisor representatives are registered or exempt from registration.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy contained herein. Neither the firm nor its representatives and/or agents may give any tax or legal advice.