Proactive Wealth Management

Overview

Proactive Wealth Management is organized as a corporation and is classified as an institutional registered investment adviser with individual ownership. The firm operates as a capital allocator and performs advisory work focused on the selection of other advisers rather than providing broad discretionary portfolio management. It also conducts insurance brokerage activities and is listed with an affiliation to a law firm. The firm does not describe itself as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices