Financial Advisor Serving Green Bay, Wisconsin

Looking for a financial advisor in Green Bay? Proactiv Wealth serves clients in Green Bay with the same personalized retirement planning and wealth management expertise trusted by our clients statewide. While our main offices are in Crivitz and Adams, we regularly work with Green Bay area clients via phone, virtual meetings, and scheduled in-person meetings. You don’t have to leave Green Bay to get proactive with your finances.

Retirement & Financial Planning for Green Bay Residents

From pre-retirees in corporate roles to long-time workers in local manufacturing, we tailor your plan around your income, benefits, and lifestyle so you can enjoy retirement with confidence.

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Retirement Planning

Helping Green Bay professionals and retirees map out a secure retirement – whether you retired from a local company or are a lifelong Packer fan planning your golden years.

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Investment Management

Portfolio management and investment advice tailored to Green Bay area clients, balancing growth and safety for long-term financial health.

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Estate Planning

Assisting Green Bay families in organizing wills, trusts, and beneficiary plans – working alongside local estate attorneys when needed.

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Insurance Solutions

Providing Green Bay residents with life insurance, long-term care, and annuity options to safeguard their wealth.

How We Serve Green Bay Clients

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Virtual or In-Person Flexibility

We offer Zoom and phone consultations that fit your schedule. For in-person meetings, we can arrange to meet at a convenient Green Bay location, or welcome you to our Crivitz office if you prefer a short drive up north.

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Local Insight

Our team is familiar with the Green Bay area economy and common retirement resources – from employer retirement plans to local charitable foundations. We incorporate that local context into your retirement and legacy plan.

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Trusted by Northeastern WI Clients

We’ve worked with clients from Green Bay, De Pere, and the Fox Valley who appreciate our down-to-earth, trustworthy approach. Many stay with us for decades and confidently refer friends and family.

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Technology for Convenience

We use secure online tools – encrypted document sharing, client account portals, and screen-sharing for plan reviews – so Green Bay clients get the full advisory experience without needing to visit an office frequently.

Get Started

Green Bay Financial Guidance

Ready to discuss your retirement or investments? We’re just a phone call or click away for Green Bay residents.


Call us at (920) 632-6284 or contact us online to schedule a complimentary consultation. We’ll help you choose the meeting format that suits you best – phone, video, or face-to-face.


We occasionally meet Green Bay clients at their home or a local coffee shop for convenience – whatever makes you most comfortable.

Frequently Asked Questions – Green Bay Services

  • Do I need to travel to your office to work with you?

    Not necessarily. Many Green Bay area clients work with us remotely. We handle everything via phone, email, and Zoom securely. If an in-person meeting is desired, we can arrange periodic meetups. Our goal is to make it easy for you.

  • Can you still be my advisor if you’re not located in Green Bay?

    Yes. We are licensed to serve clients across Wisconsin. Geography doesn’t limit the quality of our service – we already serve clients in Green Bay and beyond with the same level of attention as local office clients.

  • Are there advantages to working with an advisor outside Green Bay?

    Working with an independent advisor like Proactiv Wealth means you get unbiased recommendations and often a more personal touch than some larger city firms. We have no allegiance to specific banks or proprietary funds – our focus is on you. Our lower overhead outside major metro areas can also translate into more attentive service and potentially lower costs.

  • How do I know my information is secure if we do everything remotely?

    We use secure, encrypted systems for document sharing, electronic signatures, and online meetings. Your data is protected whether you meet us in person or over the web, and we’re happy to walk you through our security measures in detail.