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 important questions to consider before you start taking.
06/03/2026

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
06/02/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

Here are a few key factors to consider when naming an executor for your estate.
05/28/2026

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
05/27/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Here are eight mistakes to avoid when.
05/26/2026

Here are eight mistakes to avoid when.

There are common mistakes you can avoid when saving for retirement.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
05/21/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

Some simple, inexpensive energy-saving tips that may help you save money.
05/20/2026

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
05/19/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
05/14/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

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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