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.

1. Simplicity

We make the complicated understandable

2. Action

We developed and refined a process that covers our client’s financial life from start to finish.

3. Transparency

We commit to being up front and completely transparent.



You don’t need just another advisor - you need an advocate

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.

This doesn’t have to be complicated.



Making decisions about your financial puzzle can be difficult enough without the added frustration of industry jargon. Too often we meet investors who have made poor choices with other firms because they didn’t understand the concept, their options, or how that decision can affect the completed puzzle. 

We strive for clarity at Proactive Wealth Strategies. We untangle complicated situations and explain them in simple terms, so you understand what’s going on during the entire process.


Planning is a huge part of what we do at Proactive Wealth Strategies. For us, that means taking you from where you are now to where you want to be as efficiently as possible. We use our process to take you through each step of your journey with ease and enjoyment. We take action and put in the work so you can focus on what you love and enjoy.

  • We build a personalized, comprehensive roadmap and walk with you through each step.
  • Our team helps you maneuver around obstacles that arise.
  • We update your roadmap as needed.


During your financial journey, we keep you “in the know” with outstanding service. We offer clear, concise reporting so you know where you are and where you’re going. We offer ongoing collaboration with our team to make sure your decisions and requests are handled quickly.

Our fiduciary responsibility is exclusively to our clients. As independent advisors, we are not incentivized to offer specific products or services.