Financial Advisor in Marinette, Wisconsin

Proactiv Wealth extends its retirement planning and investment services to Marinette residents. Our team is familiar with the Marinette–Menominee community and offers tailored financial guidance to fit the needs of this area. With our main office just a short drive away in Crivitz, we often work with clients from Marinette, providing the convenience of local service without the need to go to Green Bay or Appleton for quality advice.

Serving Marinette with Comprehensive Financial Services

Each of these services is integrated into a holistic plan designed around your goals, risk comfort level, and family situation.

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Retirement Planning

For Marinette factory workers, shipyard employees, teachers, and all retirees – helping you retire on your terms with a clear income strategy and confidence about your financial future.

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Investment Management

Expert oversight of your investments, so your money works as hard as you did at employers like Marinette Marine or other local businesses – even after you’ve retired.

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Estate Planning

Coordinating your legacy plans across Wisconsin and Michigan, especially for families with ties on both sides of the river in Marinette and Menominee, MI.

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Insurance Solutions

Shielding Marinette families with the right life insurance policies, long-term care strategies, and guaranteed income solutions to protect what you’ve built.

Local Focus, Personalized Attention

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Convenient Meetings

We can meet Marinette-area clients in our Crivitz office (a short drive south) or via virtual meetings and phone calls to save you time and travel.

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Understanding the Community

Many Marinette retirees navigate unique considerations like coordinating Wisconsin and Michigan taxes or benefits for those who have lived or worked across the river. We help you address those nuances in a practical, easy-to-understand way.

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Collaborating with Local Professionals

If you have a Marinette or Menominee-based accountant or attorney, we’re happy to coordinate with them so your financial, tax, and estate plans work together.

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Community Values

Marinette is known for strong community ties and straightforward values. We mirror that in our relationships – with a focus on trust, continuity, and clear communication over the long term.

Get Started

Take the Next Step

Your journey to a confident retirement can start close to home. Contact Proactiv Wealth to set up a free consultation and see how we can help you plan the next chapter.



Call us at (715) 854-3246 or email us to schedule a meeting. We’ll find a meeting format that works best for you, whether in-person in Crivitz, in Marinette by special arrangement, or virtually by phone or Zoom.

Frequently Asked Questions – Marinette Area

  • Do you have an office in Marinette?

    We don’t maintain a full-time physical office in Marinette, but our Crivitz office is nearby and we frequently serve Marinette clients. We can arrange in-person meetings in Marinette when needed – at your home or another convenient location – and much of our ongoing communication can be done by phone or online.

  • I live in Menominee, MI – can I work with you?

    Yes. We serve clients across the river in Menominee as well. We’re licensed to assist clients in multiple states, and we stay mindful of any Michigan-specific considerations that may affect your retirement and estate plans.

  • What makes Proactiv Wealth different from a bank in Marinette offering investments?

    Unlike many bank advisors, we provide a broader, more holistic planning approach – not just investments, but retirement income planning, tax-aware strategies, estate coordination, insurance, and more. We’re independent and not limited to a menu of in-house products, which allows us to tailor solutions to your specific needs.

  • How do I get started if I’m in Marinette?

    Simply reach out via phone or our contact form. We’ll schedule an initial conversation (by phone or in-person in Marinette or Crivitz) to learn about your goals and current situation. From there, we analyze your options and present a clear plan. Geography isn’t a barrier – most of the process can be handled by phone, email, and online meetings to save you time.