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Private Wealth Management

Provident Wealth is a registered investment advisor based in
Knoxville serving clients throughout East and Middle Tennessee

The Provident Way
At Provident Wealth, we care about you and your financial success, and you deserve a better investing experience.  No matter what stage of life you are in, we are here to serve you.  At Provident, we are serious and disciplined, yet genuine and respectful.  The Provident experience is the missing link to creating value in your life, allowing you to focus time on what matters most to you, while providing peace of mind knowing you have a financial ally.

You can expect everyday value at Provident Wealth.  As an independent Registered Investment Advisor, we provide fee-only professional investment and portfolio management with unbiased and objective advice.  Provident is not affiliated with any bank/credit union, insurance company, or investment company, meaning we can choose the best investments to accomplish your goals.  Through this independent design, we provide clarity and transparency while avoiding exotic, high-cost investments that all too often derail investment success.  Provident Wealth's professional portfolio management is offered at a lower cost than most allowing your money to grow and work for you.  The result is an investment plan designed to meet your specific goals and desires giving you confidence every step of the way.

Investment Management

Sound, conservative, and transparent approach

Savings

Fees Matter, Period!   This belief led us to create a cost-effective model, made possible by focusing on costs in all aspects.  Empirical evidence shows that lower costs boost long-term investment returns, leading to achieving increased investment success and outcomes.

Investment Philosophy

Successful investing takes time.  We employ a conservative and disciplined approach in all market cycles.  Focusing on factors we can control - asset allocation, putting markets on your side, minimizing expenses, diversification, and discipline.  
Our Team
Nick Vantrease
Nick is passionate about helping people and organizations achieve their financial goals.  Provident Wealth is built upon relationships. Nick goes the extra mile to ensure every detail is covered in an approach that is respectful, caring, and with the utmost integrity. Knowing that he helps fullfill clients' financial well-being, it is worth every second.

For nearly a decade, Nick worked under the mentorship of Knoxville entrepreneur and philanthropist Jim Clayton.  Nick served in a variety of Trust and Investment capacities for Clayton Bank and Trust, one of the nation's top performing community banks and later acquired by FirstBank.  At Clayton, Nick led the Trust Department to over $500 million in assets under management, overseeing all aspects of the division, including Trust Administration, Portfolio Construction and Management, Research and Investments, Tax Reporting, Operations, and Technology.  

Nick earned his MBA from University of Tennessee at Martin, a Bachelors Degree in Finance with Accounting collateral from the University of Tennessee Knoxville, and a Certificate in Trust and Fiduciary Management from Southeastern Trust School from the Trust Education Foundation.  Nick currently serves on the Foundation Board of Directors for the Holston United Methodist Home for Children.

Are you looking for a financial ally or interested in learning more?  Start your Provident journey now.  Contact Nick to schedule a free consultation meeting at the time and place of your choice.
Founder & President



Contact Us
Whether you are ready to start your Provident journey or are looking for more information, we would love to hear from you.   Provident Wealth currently serves clients throughout East and Middle Tennessee.  We look forward to beginning the conversation.
telephone 
(865) 292-2540

fax
(865) 684-4311


email
nick@myprovidentwealth.com

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​​Provident - ​​​
"making timely preparation for the future" and 
"frugal, economical, prudent"



"Someone is sitting in the shade today because  
someone planted a tree a long time ago."
    - Warren Buffett