A complete list of active advisors currently associated with Proactive Wealth Strategies, LLC

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

Proactive Wealth Strategies is an independent registered investment adviser that manages approximately $316 million for individuals, families and trusts. The firm provides comprehensive financial planning, discretionary portfolio management and access to LPL-sponsored program portfolios and model solutions. PWS generally employs a predominantly top-down, performance‑based approach and constructs individualized asset‑allocation guidelines for both active and passive strategies; it performs most management on a discretionary basis and may engage third‑party managers or model portfolios as part of implementation. The firm conducts ongoing account monitoring with formal reviews at least annually and integrates planning work into its investment process. Compared with many peers, PWS is a sponsor of a wrap fee program—a relatively uncommon arrangement for firms of this size—and it pays transaction charges to its custodian on wrap accounts while offering multiple mutual‑fund share classes through the program. The brochure discloses related conflicts of interest (for example, incentives around recommending Class A versus platform share classes), and the firm also makes estate‑planning software (Wealth.com) available to clients and imposes no account minimum to start or maintain an advisory relationship.

To learn more about the advisors currently working at Proactive Wealth Strategies, LLC, 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.