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  770-971-4142
  mpatton@pwsatlanta.com
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Let us make your life easier

We are aware of the obstacles that Americans face in achieving their financial dreams and are determined to help them overcome them. Our process is robust and clear.

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Let’s keep this simple

When you work with PWS, you are working with a team that is passionate about making your life easy.

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We are Proactive Wealth Strategies

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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WHY PWS

Let us make your life easier!

We are keenly aware of the obstacles that Americans face in achieving their financial dreams and are determined to help them overcome them.

 

Simplicity

We make the complicated understandable

 

Action

We have developed and refined a process that addresses every aspect of a client’s financial life

 

Transparency

We commit to being transparent


Learn more about our approach

PWS PROCESS

Let’s keep this simple

When you work with PWS you are working with a team that is passionate about making your life easy. We will create a roadmap tailored to your specific needs and walk you through it one step at a time.

1

Understanding

2

Discovery, Design, Deploy

3

Clarity

Welcome to Proactive Wealth Strategies

How can we make your life easier?

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PWS Team

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Looking to learn more?

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Contact Us
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Cindy Derso

LPL Financial Advisor/Partner

Cindy is a Co-Founder of Proactive Wealth Strategies, LLC. She is an Investment Advisor Representative and Registered Representative with...

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Craig Seligman

LPL Financial Advisor, Partner

Craig is a Co-Founder of Proactive Wealth Strategies, LLC. He has been practicing financial planning for more than 25 years and...

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Clint Farabaugh

LPL Financial Advisor

Clint Farabaugh is a Certified Financial Planner (CFP®) and an Investment Advisor and Registered Representative with LPL Financial...

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Akbar Kassam

LPL Financial Advisor/Partner

Akbar Kassam is an LPL Financial Adviser at Proactive Wealth Strategies, LLC, a Financial and Estate Planning Firm that is...

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Megan Patton

Administrative Associate

Megan Patton joined Proactive Wealth Strategies in 2015 as an Administrative Associate. Her responsibilities include overseeing office...

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Sheri Fortenberry

Administrative Associative

Sheri Fortenberry joined Proactive Wealth Strategies January 2020 as an Administrative Associate. Her responsibilities...

Latest Blog Posts

A Positive Outlook for 2021

Submitted by Proactive Wealth Strategies on January 8th, 2021

A NEW Economic Start in 2021

Submitted by Proactive Wealth Strategies on January 8th, 2021

Third Quarter Results Brighten 2021 Picture

Submitted by Proactive Wealth Strategies on November 27th, 2020

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Contact info

  •   533 Johnson Ferry Rd. Bldg. C Ste. 100 , Marietta, Georgia 30068
  •   770-971-4142
  •   mpatton@pwsatlanta.com

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