PROACTIVE WEALTH MANAGEMENT, INC.

Overview

Proactive Wealth Management, Inc. is an independent registered advisory firm organized as a corporation and controlled by an individual owner. The firm serves primarily individual and family clients and combines financial planning with discretionary portfolio management for individuals and small businesses. It also performs selection-of-other-advisers work and acts as an insurance broker, reflecting a hybrid advisory and insurance distribution model. Investment activity is equity-centered: the firm favors exchange-traded equities and uses exchange-traded funds to build core exposure. Proactive Wealth Management functions as a capital allocator, engaging external managers for alternative strategies (notably hedge funds) alongside traditional mutual funds. The firm charges both percentage-of-AUM and fixed fees, manages client assets on a discretionary basis, and is not positioned as an ESG-focused or multi-state adviser.

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Location & Offices