Strategic Thinking. Customized Solutions

You have goals, we have expertise.

Together, we can chart a course to your financial success.

A NEW APPROACH TO PLANNING

Our services range from financial planning to investment management.

Our focus is ALWAYS on you.

An Experienced Team

Investment expertise
Customized solutions

A New Approach to Wealth Management

Focus on the integration of your life, goals, and finances 

An Independent Firm

No Broker/Dealer affiliation
Fee only fiduciary

ABOUT US

Every day, we see the fear and anxiousness in the eyes of everyday people. They want help with money but don’t know how to ask. They don’t know the plot twists, like illness and even death, that life has in store for them. And the last thing you need in a time of crisis is to find out that finances were not taken care of properly. It’s very possible that all of your cash, assets, and future could be out of your control.

At Proactive Wealth, we have a fiduciary duty to all of our clients. We create a financial strategy and plan through The Money Code™ to instill peace and security about a better future. 

CONTACT US

proactive Wealth Management
12527 S Fort street draper
, UT 84020
Call us: (801) 826-3985

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