PROA Wealth Management

Financial ServicesConnecticut, United States0-1 Employees

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.

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