Proactive Wealth Strategies, LLC

08/28/2026

Recognize National Make-a-Will Month by taking control of your estate. Make sure your wishes are known and help protect your loved ones from uncertainty.

08/23/2026

August is National Make-a-Will Month. Take this opportunity to provide for your loved ones and manage your legacy.

08/18/2026

Making a will is a key step to consider as you prioritize your family's future.

08/14/2026

Welcome to our new series, Meet Team PWS! Please meet our newest advisor, Ash Gandhi. We asked Ash a few questions so you can get to know him:

1. How long have you been with PWS, and what is your role?
“Just over a year — helping clients turn financial complexity into a plan they can actually understand.”

2. What do you enjoy most about what you do?
“Solving financial puzzles — especially the ones clients didn’t realize they had.”

3. What is your favorite part of working with our clients?
“Getting to know the story behind the numbers — because that’s usually where the real planning starts.”

4. What do you think makes our firm special?
“We’re big enough to bring serious resources, but small enough to actually know our clients.”

5. What do you enjoy doing outside of the office?
“Traveling, exploring new places, and finding very good food along the way.”

6. What's something people might be surprised to learn about you?
“I’m 6’4”, so finding shirts that actually fit is practically a second career.”

7. What's your idea of a perfect weekend?
“Good weather, great food, somewhere near the water — and absolutely nothing on the calendar.”

8. If you could have one superpower, what would it be and why?
“Teleportation — I love traveling; airports, not quite as much."

Quick picks: Beach or mountains? Mountains
Sweet or salty? Sweet
Early bird or night owl? Early bird
Dogs or cats? Dogs!
Have a GREAT weekend!!

07/31/2026

🎒📚 Back to School! 🍎✏️

Hey everyone! As the summer sun begins to set, it's time to trade in those flip-flops for some fresh kicks and head back to school. Whether you're starting a new grade, meeting new teachers, or reuniting with friends, this school year is your blank canvas. Let's fill it with laughter, learning, and unforgettable memories. Remember, every day is a new adventure waiting to unfold. Wishing you all a fantastic and successful school year ahead!

🌟

07/28/2026

Watch this short video to see why we are so proud of Akbar!!

07/24/2026

Please help us cheer on our own Akbar Kassam has he continues competing in the 29029 challenge today. He has 15 hours to climb the mountain 15 times!! He’s extensively trained for this day for a year!!! We are so incredibly proud of his incredible commitment and positivity and know he will finish and conquer the mountain!
#29029 YOU’VE GOT THIS AKBAR!!
Leave a positive comment below to help cheer him on!!

06/21/2026

Happy Father’s Day! This morning we had a great Toy Story 5 client event . Thank you to all the families who attended. We loved the movie and seeing all the Dad’s and their children. !!

05/21/2026

Thank you Michael Darr & Jackie Wilke of First Trust for a wonderful lunch seminar yesterday. We learned about some great new products for our clients and some good ideas to show our clients our appreciation.

05/19/2026