PROACTIVE PLANNING WEALTH ADVISORY

Overview

Proactive Planning Wealth Advisory is a small, privately owned wealth advisory and insurance brokerage that focuses on portfolio management for individuals and small businesses. The firm combines advisory services with insurance distribution, which informs its use of annuities and insurance-linked products alongside traditional investment management. Fee arrangements include both a percentage of assets under management and fixed fees, and the adviser does not position itself as an ESG or pension consultant. Most client relationships appear to be standard wealth management engagements rather than institutional or large family office mandates. A large majority of client assets are managed on a discretionary basis, indicating the firm typically makes portfolio decisions on clients’ behalf within agreed guidelines. The firm reports a clear equity preference and relies on exchange-traded instruments as the primary building blocks of client portfolios, supported by mutual funds and annuity solutions where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices