PROA Wealth Management

PROA Wealth Management PROA Wealth Management specializes in the unique needs of each investor. PROActive wealth managemen

PROA Wealth Management’s philosophy emphasizes Capital Preservation through an investment strategy called PROActive Investing®. It is founded on the principle that Tactical Asset Allocation can help manage risk. Also, it looks for growth opportunities when economic conditions are favorable.

Three tips for giving smart from the heart.
09/03/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.
09/02/2026

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

09/01/2026

With great wealth comes even greater questions. Learn more in our article.

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
08/27/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

A home is the single largest financial commitment for most people. What mortgage fits you best?
08/26/2026

A home is the single largest financial commitment for most people. What mortgage fits you best?

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea ...
08/25/2026

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
08/20/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

What’s the difference between a General Obligation bond and a Revenue bond?
08/19/2026

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece...
08/18/2026

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

This investment account question is vital and answered as early as possible.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
08/13/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Address

41 Whitney Street
Westport, CT
06880

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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