Working at ProVision Wealth | Glassdoor

ProVision Wealth Overview

Phoenix, AZ
1 to 50 employees
Company - Private
Unknown / Non-Applicable
ProVision is a unique public accounting firm specializing in tax and wealth strategies for high-net-worth individuals, entrepreneurs and investors who are interested in building their wealth and quickly reaching their goals for personal freedom.

They provide ... Read more

Mission: Mission Statement
We accelerate the financial freedom of entrepreneurs by offering tailored, holistic solutions. A place where our team and
clients call home.

Vision Statement
We are a well-oiled machine, offering holistic ... Read more

ProVision Wealth Reviews

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ProVision Wealth CFO Laurie Shannon
Laurie Shannon
0 Ratings
  • "Good tax company"

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Neutral Outlook

    I worked at ProVision Wealth full-time


    Great company to help with growth and have experience in many areas dealing with many different clients


    None that I can think of.

See All 13 Reviews

ProVision Wealth Photos

ProVision Wealth photo of: Grand Opening Party for our New Office Space
ProVision Wealth photo of: ProVision Firm Event | Diamondbacks Game
ProVision Wealth photo of: ProVision Firm Event | Bowling on Thursday afternoon in July :-)
ProVision Wealth photo of: Grand Opening Party for our New Office Space
ProVision Wealth photo of: Grand Opening Party for our New Office Space
ProVision Wealth photo of: Grand Opening Party for our New Office Space
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ProVision Wealth Interviews



Getting an Interview

Getting an Interview





    Tax Senior Interview

    Anonymous Interview Candidate in Firma, MO
    No Offer
    Negative Experience
    Average Interview


    I applied through a recruiter. The process took 2 days. I interviewed at ProVision Wealth (Firma, MO) in June 2014.


    I was recommended through a recruiter who assured me my qualifications were top notch. At interview I was kept waiting quite some time. During the interview, they kept looking around and yawning although I enthusiastically presented myself with variable tone and gestures. I've spoken publicly and consulted with other firms and have never had that done to me. Upon asking my questions, the managing partner took the opportunity to disparage all other CPAs and egotistically inflate himself. When asked about the founder Tom Wheelwright, he arrogantly stated Tom had nothing to do with the firm anymore, and that he "thinks he lives under a bridge over there." How hilarious (sarcasm), especially since Tom is well respected as part of Robert Kiyosaki's network of Rich Dad advisors. The managing partner Rob then ended the interview abruptly and ran out of the room without so much as a goodbye or thanks for my time. I guess only his time was important since he could come late and leave rudely in haste. I emailed a thank you and got no response. They didnt even have the courtesy to tell the recruiter, until much later and upon persistence, the status of the job offer. When I asked the recruiter for feedback, I was told there was none and that they wouldn't give any. As a respected professional in the community here, I really was hoping to add my credibility and expertise to a team of advisors I respect. Instead, I was left shocked at the attitude and unprofessionalism that has been allowed to be attached to ProVision's good name and Tom's credibility as a Rich Dad Advisor. If the culture there is anything like the tone at the (managing partner) top, then not getting an offer is just as well; my values of humility, integrity, and respect don't resonate with the culture I experienced in this interview.

    Interview Questions

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ProVision Wealth Awards & Accolades

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