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Proactive Wealth Strategies, LLC

Headquartered in MARIETTA, GA

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Firm Information

Proactive Wealth Strategies, LLC is an investment advisor headquartered in Marietta, GA. They manage approximately $253,549,812 in assets for 381 clients, primarily high-net-worth individuals and other individuals. The firm offers financial planning and portfolio management services, and participates in wrap fee programs.

Proactive Wealth Strategies, LLC

533 JOHNSON FERRY ROAD BLDG. C

MARIETTA, GA 30068

$253.55M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

PROACTIVE WEALTH STRATEGIES, LLC has a total of 1 branch locations across the country.
location

MARIETTA, GA

Advisors at Proactive Wealth Strategies, LLC

View All 2 Advisors
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Craig Ryan Seligman

RA

MARIETTA, GA

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Cynthia Marshall Derso

RA

MARIETTA, GA

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Akbar Kassamali Kassam

RA

MARIETTA, GA

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Disclosures

There are no public disclosures for Proactive Wealth Strategies, LLC.

Frequently Asked Questions (9)

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