Balance a better life
Grow, preserve, and maintain a legacy.
Create more financial freedom
Our wealth advisory services help you preserve and grow your assets, diversify your holdings, and maintain a legacy for future generations. Our services are comprehensive yet customizable, tailor-made to helping you enjoy your journey.
Passion for helping you grow
Purpose as a driving force
Prosperity for you and your family
An Expert Guide, At Your Side
Our advisory services are guided by our expertise in providing effective solutions that reflect your unique circumstances and goals.
Our deep understanding of the financial challenges facing individuals, families, family offices, foundations, endowments, and non-profit institutions means you can be confident that we understand the path you’re on, and we know the way to achieve your goals.
Understand and achieve your unique financial goals with a tailored approach for outcomes and protection.
- Investment allocation
- Retirement planning
- Tax planning
- Estate planning
- Insurance & Risk Management
- Education & Advisory Services
Wealth and Asset Management
Produce exceptional, risk-adjusted investment performance with an individualized, transparent, and disciplined approach.
- Fixed Income
- Alternative Investments
Protect what’s important to you with proper planning and proactive strategies.
- Life Insurance
- Long Term Care insurance
- Disability Income Insurance
focus on what matters most
The first step to financial freedom is understanding your current financial situation. We’ll sit down with you to understand you, your vision, your investment style and how to achieve your goals.
Be one of one. Not one of many.
Hey, it’s in our name. We build partnerships. Relationships to help us understand your life goals and how the right investment portfolio can be tailored to achieve them while avoiding dangers on the road ahead.
ProActive Planning Partners is an independent Investment Advisory firm in New York committed to your well-being. We provide customized wealth management and financial planning services for clients in all phases of life.
© ProActive Planning Partners. Advisory Services offered through Fortitude Advisory Group, LLC