PROA Wealth Management specializes in the unique needs of each investor. PROActive wealth management 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.
Mutual Funds, Managed Asset Plans, Pension and Retirement Planning, Money Markets and Check Writing Account, Educational IRA's and 529 Plans, Direct Investments, Life Insurance, Disability Insurance, Long Term Care, Stocks and Bonds.
Securities and Advisory Services offered through LPL Financial Member a Registered Investment Advisor.
Third Party Post found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which we are registered to do business please visit www.PROAwealth.com.
Company Details
- Employees
- 1
- Address
- 41 Whitney Street, Westport,ct 06880,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.proawealth.com
- Keywords
- Financial Planning, Risk Management, Estate Planning, CD's, Retirement Plans, Annuities, *Trust Services, Alternative Investments, and LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
- HQ
- Westport, CT
Proa Wealth Management Questions
Proa Wealth Management's website is http://www.proawealth.com
Proa Wealth Management's LinkedIn profile is https://www.linkedin.com/company/proa-wealth-management
Proa Wealth Management has
1 employees.
View email and phone details for 1
employees at Proa Wealth Management.
Proa Wealth Management's industry is
Financial Services
Proa Wealth Management's top competitors are
Unified Wealth Management,
Vanderbilt Financial Group Westport,
Harpoon Capital,
River Ventures Group Llc,
Netherby Advisors Llc,
Aspetuck Financial Management,
Biologic Equity Research,
Caiati Financial Services, Llc,
Harbor West Financial Planning Wealth Management,
Newpointe Wealth®.
Proa Wealth Management's categories are Financial Services
