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Mike Sheets
Provence Wealth Management
Mike Sheets
Location:Irvine, CA, 92618
Experience:14+ years of experience
Minimum portfolio requirement
(including stock grants):
At least $1,000,000
Credentials/Education: RIA: RIA/Associated RIA
CFP: Certified Financial Planner
Other Certifications:M.A. US Foreign and Domestic Policy
Fee structure(s):Percentage of assets
Fee only
Services offered:Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Education Funding
Equity Comp. Planning
StockOpter Analysis
Practice and Approach
We provide investment, tax, and estate planning for large compensation events. We help clients turn stock and option grants, IPO’s and business sales into comprehensive financial plans. This includes the use of structured giving, investment management and estate planning to build lifetime income and financial continuity.
Please read the terms and conditions of the service before continuing.
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