Your privacy is very important to us. Accordingly, we adhere to policies that respect your personal data. We do not distribute your contact information or financial data with any third parties. Any email correspondence is kept private in our secure email archives.

Financial Reviews

We strongly recommend that you let us conduct a review your personal financial situation before investing. In fact, it’s a legal requirement for registered investment advisory firms that the financial advisor practice due diligence, much as a primary doctor does a check-up of his patient before prescribing medical or therapeutic curative measures.

At the moment, ProActive Investment Management is licensed to assist Connecticut residents, but a limited number of customers outside Connecticut may be served as well.

Once we become familiar with your financial situation, Richard Wiegand will be able to designate and implement the proprietary investment models available at ProActive Investment Management.

Contact Us Today for a Financial Review

You can reach us by phone at 203-252-6219

or via email at ProActiveLLC@gmail.com