Proactive Wealth Strategies

Proactive Wealth Strategies

Proactive Wealth Strategies was established in 2005 by a team that now includes Craig Seligman, Akbar Kassam, Clint Farabaugh, and Ash Gandhi. The RIA operates from a single office in Marietta, Georgia, serving individuals, high-net-worth families, and trusts. The firm's public posture roots its identity in simplifying complexity rather than in a disclosed family-wealth origin or a named institutional-scale capital base. The firm's advisory model articulates three stages — discovery, design, and deployment — applied to financial planning, portfolio management, and broader wealth management. Its website lists no specific asset-class allocation, named portfolio positions, or state-by-state registrations. The client base, as stated by the firm, includes individuals, high-net-worth individuals, trusts, and families. The geographic footprint, based on the single Marietta address, appears concentrated in the Atlanta metropolitan area. Proactive Wealth Strategies names four team members on its public site but does not disclose total headcount, regulatory assets under management, or any affiliated vehicles such as a philanthropic foundation or club-member network. The firm produces educational video content on topics such as estate planning and long-term market history. No verifiable operational event from the last 24 months — such as a leadership restructure, office opening, or vehicle launch — is recorded in publicly accessible materials. What distinguishes the firm structurally is its posture as a local, team-based RIA offering a standardized three-phase process, rather than a multi-family-office aggregator or a capital-formation platform. The absence of disclosed institutional scale or co-investment structures frames it more as a planning-centric practice than as an investment enterprise competing for limited-partner commitments.