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Financial consulting in Norwalk, CT

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PROA Wealth Management

PROA Wealth Management specializes in the unique needs of each investor. PROActive Investing® is more than a strategy... it's a modern approach to investing designed to limit downside risk and identify opportunities for growth. Client Portfolio Management and Investment Planning: Develop and manage an investment portfolio: provide clients with flexible investment options and a high degree of customization in their portfolios. Open architecture platforms allow maximum added value with institutional money managers. PROA Wealth Management helps investors chart a course to financial freedom by providing Investment Planning and Management to develop a unique and customizable portfolio through an open architecture and PROActive Investing®, a unique process to limit downside risk and identify opportunities for growth. Recognized by LPL Financial Top Financial Advisor for years 2000 to 2013.

At National Legacy Group we work with individuals, business owners, and their families to help create a sound strategy designed to assure long term financial success. Regardless of your needs - basic to complex - we have the expertise to work with you, providing appropriate solutions backed by strong financial products.

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