Proxy Wealth

Dream it. Plan it. Live it.

Proxy Wealth is an independent international wealth manager. Proxy provides national and international investors and institutions, access to a pinnacle U.S. investment and wealth planning platform.

Financial Planning

Proxy creates customized strategies to help clients preserve, enjoy, and transfer their wealth. Proxy’s advisors work to uncover each client’s goals and needs, and collaboratively implement a roadmap to get there.

Asset Management

Proxy is a registered investment advisor with the capability to manage assets for clients globally. Like any major institution, we offer over 14,000 different Mutual Funds and ETFs representing more than 27 asset classes. Clients can access real time portfolio valuation and tracking, unlimited data storage, account statements, and tax documentation.

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