Financial Advisor in Crivitz, Wisconsin

Proactiv Wealth is proud to serve the Crivitz community with personalized financial and retirement planning services. With an office right here in Crivitz, we’ve been helping local individuals and families achieve financial peace of mind for years. As your hometown financial advisor, we understand the values and pace of life in Crivitz – our approach is friendly, no-pressure, and tailored to our Northwoods community.

Retirement & Wealth Management Services in Crivitz

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Retirement Planning

Helping Crivitz residents create income strategies for life after work.

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Investment Management

Professional portfolio management to grow and protect your savings – even when you’re out enjoying the great Crivitz outdoors.

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Estate Planning Guidance

Ensuring your assets transfer smoothly to the next generation — an important priority in our close-knit community.

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Insurance & Annuities

Protecting local families with life insurance, long-term care planning, and guaranteed income solutions.

Why Choose Proactiv Wealth in Crivitz?

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Local Convenience

Drop by our Louisa Street office for face-to-face meetings — no long drives to Green Bay or Milwaukee.

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Community Trust

Many of our Crivitz clients refer friends and family, a testament to decades of reliable service.

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Understanding Your Lifestyle

Whether you’re planning to retire on the lake or spend winters down south, we understand the financial considerations unique to our area — from seasonal income patterns to property planning.

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Holistic Approach

Access our full range of services right here in town so you don’t have to juggle multiple advisors.

Directions to Our Crivitz Office

Our office is conveniently located in downtown Crivitz. Find us just off Henriette Ave, a block from Crivitz High School.


Address:
611 Louisa Street
Crivitz, WI 54114


Parking is available on the street directly in front of the office. Our entrance is wheelchair accessible for your convenience.

Get Started

Ready to Discuss Your Finances?

Whether you’re gearing up for retirement, new to investing, or seeking a second opinion on your finances, we’re here to help — right here in Crivitz.


Call our Crivitz office at (715) 854-3246 or send us a message to schedule a free consultation. Feel free to stop by and say hello when you’re in the neighborhood — we love meeting our local neighbors.

Frequently Asked Questions – Crivitz Financial Services

  • Do I need to travel to Green Bay for specialized financial services?

    No need — Proactiv Wealth brings comprehensive retirement planning, investment expertise, and estate guidance to Crivitz with local convenience.

  • I bank at a local Crivitz bank; how is working with Proactiv Wealth different?

    We specialize in holistic wealth management and retirement planning, offering more personalized and comprehensive guidance than basic bank investment services. As an independent advisor, we’re not limited to any single institution’s products.

  • Can you work with clients in Marinette or surrounding areas?

    Absolutely. We serve clients across Marinette County, including Marinette, Peshtigo, and other nearby towns.

  • Are you accepting new clients in Crivitz?

    Yes. We welcome new clients and look forward to helping more local residents prepare for a comfortable retirement.

  • Are annuities safe?

    Annuities are backed by the financial strength of the issuing insurance company. We only work with highly rated carriers. Wisconsin also maintains a State Guaranty Association that provides protection up to certain limits. When investing larger amounts, we diversify contracts to stay within protected levels.