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Cody L
ChFC®, Series 63, Series 65
Draper, UT
Proactive Wealth Management, Inc.
Cody Lewis is a financial advisor at Proactive Wealth Management, Inc. in Draper, UT, holding the ChFC® designation with 22 years of industry experience. He founded Proactive Wealth Concepts, Inc., an insurance agency offering life, health, disability, and long-term care insurance, which represents a portion of his business activities. Prior to his current role, he worked at several firms including ARS Investment Advisors, Allegis Investment Advisors, New England Securities, and Ameriprise. Proactive Wealth Management is a small, independent investment adviser serving individuals, trusts, estates, and businesses, including high-net-worth clients. The firm emphasizes long-term, discretionary portfolio management based on fundamental analysis, using primarily low-cost mutual funds and ETFs, and typically begins client relationships with a formal financial planning process.
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