About Wealth

"Bull markets are born on pessimism, grown on skepticism, mature on optimism and die on euphoria. The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell."
- Sir John Templeton

While some try to get there by riding the up and down waves of the market – an approach often referred to as ‘buy and hold’ – others choose to manage their wealth, taking steps to proactively preserve their hard-earned capital.

Proactive wealth management is more than a strategy… it’s a modern approach to investing designed to limit downside risk and identify opportunities for growth; one that recognizes that self-made, individual investors can do more than simply roll with the tide. With solid research and sound advice, you can quickly respond to changing market conditions and adjust your portfolio with an eye toward capital preservation, inflation protection and the realization of your long-term goals. PROA Wealth Management aims to help you get there.