Broker Check

About Us

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Proactive Wealth Management, located in South Jordan, Utah, is an independent Investment Advisory Firm. Our mission is to provide powerful, protected investment strategies.


PWM is a fee based Investment Advisory firm, regulated by the state of Utah. PWM does not charge commissions for any sales, trades, or investment transactions inside our managed portfolios. Method of compensation is critical to understand, as it puts our clients’ interests first. Our clients can remain perfectly confident that any investment recommended to them will be based on their best interest, not ours.

As part of a Registered Investment Advisory firm, we hold a fiduciary responsibility to our clients. This is important when seeking counsel for your financial welfare.