A complete list of active advisors currently associated with Proactive Wealth Management, Inc.

Warmer can help you find a great advisor at Proactive Wealth Management, Inc. or one who fits your needs even better.

The firm is a small, state-registered independent investment adviser that provides financial planning and ongoing investment management to individuals (including high-net-worth clients), trusts, estates and businesses. It manages roughly $9.3 million in client assets across about 47 client relationships and typically begins engagements with a formal financial planning process. Investment services are delivered on a discretionary basis with a primarily long-term focus, relying on fundamental analysis and portfolios constructed largely from low-cost, diversified mutual funds and ETFs, while retaining legacy holdings when appropriate. The firm may also implement client assets through unaffiliated independent managers and uses an institutional custodian relationship to execute trades and custody client assets. A distinctive aspect of the firm is a material affiliation with a separate insurance business: the principal is a licensed insurance producer and insurance recommendations are implemented through that separate agency, which can result in commission compensation. The brochure discloses this potential conflict and the firm states it does not collect ongoing advisory fees on assets placed in commissionable insurance products and that insurance activities represent a limited portion of its overall business time.

To learn more about the advisors currently working at Proactive Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.