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PROA Wealth Management Employee Directory

Financial ServicesConnecticut, United States2-10 Employees

PROA Wealth Management is a financial services firm located in Westport, Connecticut, operating as a small advisory practice focused on individualized wealth management. It emphasizes a PROActive investing approach, described as a modern method intended to limit downside risk while identifying opportunities for growth. The firm delivers client portfolio management and investment planning with highly customizable portfolios and open-architecture platforms that connect clients with institutional money managers.

Its offering spans a broad spectrum of financial products and accounts, including mutual funds, managed asset plans, pension and retirement planning, money markets and check-writing accounts, Educational IRA and 529 plans, direct investments, life insurance, disability insurance, and long-term care along with stocks and bonds. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Additional information, such as the states in which PROA Wealth Management is registered to do business, is available on its website.

Find PROA Wealth Management employees' phone numbers or email addresses

PROA Wealth Management Global Highlights

Location
Employees

North America
3

Minus sign iconPlus sign icon
  • United States Of America
    3

PROA Wealth Management's Leadership

  • Stylized image of a person
    M. C.
    Operations Director
    Mobile Phone
  • Stylized image of a person
    E. B.
    Administration
    Mobile Phone

PROA Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Other

Contact profiles from PROA Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. C.
    Operations Director
    Mobile Phone
    Oct 06, 2025
  • Stylized image of a person
    E. B.
    Administration
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is PROA Wealth Management known for?

Minus sign iconPlus sign iconPROA Wealth Management operates in the Financial Services industry. Explore PROA Wealth Management's company overview page for more information.

What is PROA Wealth Management's most common email format?

Minus sign iconPlus sign iconPROA Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PROA Wealth Management email formats with LeadIQ.

How many employees does PROA Wealth Management have currently?

Minus sign iconPlus sign iconPROA Wealth Management has approximately 2 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are PROA Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, PROA Wealth Management's key employees include:

  • Operations Director: M. C.
  • Administration: E. B.

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