Provision Wealth Management, Inc

Caleb White is a CFP® and ChFC® with ten years of industry experience, currently serving at Provision Wealth Management, Inc. since 2025. He previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities from 2019 to 2025. Outside of his advisory role, Caleb is co-owner of Rchivos.com LLC, a non-financial services business. Provision Wealth Management serves individual and high-net-worth clients with investment advisory and financial planning services, offering discretionary portfolio management and consulting engagements tailored to client objectives and risk tolerance. The firm combines investment management with project-based and hourly planning, managing approximately $56.5 million across about 135 client relationships in a small supported team environment.

Jared Brogden is a CFP® and ChFC® with 18 years of industry experience. He has been with Provision Wealth Management, Inc. since 2017 and previously worked for Northwestern Mutual in various capacities from 2006 to 2017. Outside of his advisory role, he is a co-owner and partner in a real estate investment and renovation business. Provision Wealth Management serves individual and high-net-worth clients with investment advisory and financial planning services, offering discretionary portfolio management and consulting-style engagements tailored to client objectives and risk tolerance. The firm combines investment management with project-based and hourly planning, operating as a small supported team of three advisors.

William Dowdy is a CFP® and ChFC® with 26 years of experience in financial advisory roles. He has worked at Northwestern Mutual and its affiliated entities from 1999 to 2017 before joining Provision Wealth Management, Inc in 2017. Dowdy may earn commissions from insurance companies for sales of non-variable life, health, annuity, disability, and long-term care insurance products. Provision Wealth Management serves individual and high-net-worth clients with investment advisory and financial planning services, offering discretionary portfolio management and consulting-style engagements. The firm’s principals are licensed insurance agents and combine investment management with project-based and hourly planning work.

Bryan Wylie is a CFP® with 11 years of industry experience, currently serving at Provision Wealth Management, Inc. He has previously worked at Northwestern Mutual and Triangle Wealth Advisors. Bryan is also licensed as an insurance agent and engages in the sale of various insurance products. Provision Wealth Management serves individual and high-net-worth clients with investment advisory and financial planning services, offering discretionary portfolio management and consulting-style engagements tailored to client objectives and risk tolerance. The firm combines investment management with project-based and hourly planning work and maintains a small supported team of three advisors.