Nearly 35 years ago Richard Berkowitz had a vision of a firm that hired talented people and created an environment for them to build outstanding careers. Today the firm and its Provenance Wealth Advisors and BayBridge Real Estate Group affiliates continue to operate on these principles.Berkowitz provides his clients with a comprehensive approach to income, estate, financial and investment planning. A trusted advisor to clients in a wide range of industries, he helps them define their goals and develop strategies to succeed. ��
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Independent and authoritative analysis and perspective for every segment of mergers and aquisitions.