Our Firm
PWS provides an academic approach known as Modern Portfolio Theory to building customized financial plans for individuals and business owners. We pride ourselves on building lasting relationships by listening, teaching, and proactively serving the financial needs and wants of our client's.
We are primarily fee-based planners, with assets under management, financial planning, and/or investment analysis.
Our services include financial planning for:
- Portfolio Analysis
- Estate Planning
- Asset Allocation
- Portfolio Management
- Wealth Preservation
- Business Succession Strategies
- Individual or Business Retirement Planning
- Education Funding
- Risk Management
- Tax Strategies
 Meet the Proactive Wealth Strategies Team:
519 Johnson Ferry Rd. NE
Marietta, GA 30068
Phone: 770-971-4142
Fax: 770-971-4122
cseligman @pwsatlanta.com
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