Financial Advisor in Adams, Wisconsin

Proactiv Wealth is excited to serve Adams and the surrounding Central Wisconsin community with expert financial advice. Our office on Main Street in Adams brings our retirement planning and wealth management services closer to you. We understand Adams is a tight-knit community where trust matters — we’re here as your neighbor and financial guide, not a high-pressure salesman

Comprehensive Financial Services for Adams Residents

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Retirement Planning

Crafting worry-free retirement plans for Adams families and retirees.

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Investment Management

Helping residents invest wisely for long-term growth and income.

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Estate & Legacy Planning

Ensuring your hard-earned assets benefit your loved ones and causes.

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Insurance & Annuities

Protecting Adams clients with life insurance, long-term care strategies, and guaranteed income options.

Your Local Adams Financial Partner

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Convenience for Central WI

Residents of Adams, Friendship, and Adams County can access high-quality financial advice without traveling far.

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 Personalized Service

Relationships matter here — we take the time to truly understand your goals and concerns.

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Community Engagement

As a new member of the community, we look forward to participating in local events and building roots in the area.

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Full-Service Firm

From rollovers for retired Dairyland Power employees to 529 plans for young families, we cover all your financial needs under one roof.

Visit Our Adams Office

Address:
139 South Main Street
Adams, WI 53910


Our Adams office is right in the heart of town, next to familiar Main Street landmarks. We are generally available by appointment since we split time between Adams and Crivitz — simply call ahead and we’ll schedule a time that works for you.


Call (920) 632-6284 to reach our Adams office directly. Parking is available along Main Street.

Get Started

Ready to Plan Your Future?

If you live in Adams or nearby communities such as Friendship or Wisconsin Rapids and want to proactively plan for a secure financial future, we’re here to help. We can meet in person at our Adams office or virtually via phone or Zoom — whatever works best for you.

Frequently Asked Questions – Adams Location

  • Do you have an office in Adams or is it just a mailing address?

    We have a physical office on Main Street where we meet with clients. Adams is a full-service location, just like our Crivitz office.

  • Can we meet in the evening or on weekends?

    Yes. We offer flexible scheduling, including after-hours and Saturday appointments when needed.

  • Does Proactiv Wealth serve Wisconsin Rapids or nearby towns?

    Absolutely. Many Adams clients come from Wisconsin Rapids, Oxford, and Friendship. Our Adams office is a convenient meeting point for all of Central Wisconsin.

  • What should I expect at the first meeting?

    A relaxed, informative conversation about your goals and financial picture. No pressure, no obligations.