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.

Phone: (203) 226-2716

Cross Streets: Between Witch Ln and Webb Rd