Provident Investment Advisors

About Us Longevity Capital Management LLC is an independent financial services firm built on over thirty years of experience helping individuals, families and business owners prepare for retirement and manage their financial future. Our advisors are seasoned specialists providing comprehensive asset management and financial services. If you have a specific service you need, including a second opinion or review of your current plan, we can provide a la carte services, as well. Because wealth management services can vary based on individual needs, estate size and complexity, please speak to us about your needs and circumstances. Longevity Capital Management LLC is located at 515 Marin Street, Thousand Oaks, CA.

Belay Wealth Partners is a financial services company in Santa Barbara, California. They have been in business for over 20 years and specialize in financial planning, retirement plans, tax plans, college plans, estate plans, and money purchasing plans. They also offer a variety of insurance products, including disability income insurance, life insurance, and long-term-care insurance. Belay Wealth Partners is committed to helping their clients achieve their financial goals. They offer a personalized approach to financial planning and work with their clients to develop a plan that is tailored to their individual needs and circumstances. They also provide ongoing support to their clients as their financial needs change over time.

CVG Wealth Management We are a full service independent financial firm committed to advocating for our clients’ best outcomes and experiences. Our alliance with LPL Financial, a world class broker-dealer and custodian of assets, provides our team with award-winning technology, impartial research, and broad product offerings. We are well equipped to serve you. Our forte is discretionary portfolio management. We build custom portfolios for each client while keeping their best interest in mind. We strive for the best outcomes in all economic and market environments. With many years of investment management experience, our asset managers have their pulse on the economic climate.