Huntersville, NC Office

Proxy Wealth Advisors LLC provides fee-based investment advisory and financial planning to individuals, retirement plans, trusts, estates, charitable organizations and businesses. The firm offers discretionary portfolio management, non-discretionary qualified retirement plan consulting, and tailored financial planning services, and it specifically serves a notable non‑U.S. client base and provides dedicated advice for foreign individuals with cross‑border needs.

The firm’s investment approach centers on a tactical allocation strategy intended to reduce risk and pursue improved performance, drawing on fundamental, technical and cyclical analysis as appropriate. Proxy Wealth may employ a wide range of instruments — including foreign securities, options, futures and cash positions for hedging — and manages both wrap-fee and non-wrap accounts while using third‑party platforms to assist portfolio administration.

Proxy Wealth is organized under Proxy Financial Corp and is affiliated with two other SEC‑registered advisers created to serve different client audiences, an arrangement that is less common among similar-sized teams. The firm also sponsors wrap fee programs and operates a multi‑office structure, and it provides unusually large, project‑based planning engagements for cross‑border clients, distinguishing its service mix from many peers.