Determine Your Risk Profile and Examine your current Portfolio


Is there more Risk in your Portfolio than you want? Use the interactive RISKALYZE feature to start investing at your comfort level and to determine how close you are to achieving your goals!

Welcome to
Proactive Wealth Management

Whatever your goals, Proactive Wealth Management can help you get there!

Proactive Wealth Management specializes in helping individuals and families position themselves financially to reduce risk, take advantage of opportunities, maintain stability, and work towards goals. Proactive Wealth Management begins client relationships by determining your financial goals and objectives. Once a plan has been agreed upon and implemented, Proactive Wealth Management meets with you on a regular basis to monitor your progress and update your goals. Proactive Wealth Management takes pride in our sound, consistent, professional advice and service.

Proactive Wealth Management is a
Registered Investment Adviser

Whether you require comprehensive financial advising or concentration in one specific area, the advisor at Proactive Wealth Management is committed to offering you advice and experience in integral planning areas. Proactive Wealth Management will monitor the financial marketplace on your behalf, alert you about revisions in the tax laws and adjust your portfolio to take advantage of investment opportunities.

You’ll enjoy the immediate benefit of help from a professional and the long-term benefits of careful financial advising.