Press Releases

Berkowitz Pollack Brant/Provenance Wealth Advisors Recognized for Assets Under Advisement

Posted on August 15, 2014

Firm’s $1.6 billion in assets under advisement ranks 17th in the U.S.

MIAMI, Aug. 15, 2012 – Provenance Wealth Advisors, an affiliate of Berkowitz Pollack Brant Advisors and Accountants, has been recognized on the annual CPA Wealth Advisor’s Wealth Magnets list. The Wealth Magnets list ranks investment advisory firms affiliated with CPA firms by assets under advisement.

 

At Dec. 31, 2013, Provenance Wealth Advisors had $1.6 billion in assets under advisement. Fewer than 25 firms in the United States have assets under management exceeding $1 billion.

 

“Our team provides a comprehensive approach to estate, financial, business and investment planning,” said Eric Zeitlin, managing director, Provenance Wealth Advisors. “By exceeding our clients’ expectations and helping them preserve their legacies, we continue to grow through their referrals.”

 

CPA Wealth Provider is a quarterly supplement to Accounting Today.

 

About Berkowitz Pollack Brant Advisors and Accountants

For nearly 35 years the advisors and accountants of Berkowitz Pollack Brant have solved problems, provided knowledge and helped clients achieve their goals. The firm and its affiliates Provenance Wealth Advisors and BayBridge Real Estate Group have offices in Miami, Ft. Lauderdale and Boca Raton, Florida.

 

Berkowitz Pollack Brant has been named one of the top 100 firms in the U.S. by both Accounting Today and INSIDE Public Accounting and has been named one oftheBest Places to Work by Florida Trend and Accounting Today.

 

One of the largest firms in South Florida, it is comprised of talented and resourceful professionals who provide consulting services with an entrepreneurial focus. Specialty areas include domestic and international tax planning and compliance, corporate and commercial audits, forensics and litigation support, business valuation, and wealth management and preservation.

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