We Offer Great
Number of Finance Services
Enterprise Solutions
Offering RIA, Insurance Agency and comprehensive Private Equity services, Proxy enables unique financial services partnerships by unlocking the regulatory hurdles common with revenue sharing across platforms.
Insurance
Proxy Strategic Partners empowers insurance professionals by providing access to its client centric general agency that is focused solely on enabling Proxy & its Partners to create inspired businesses, free of restriction.
Capital
Proxy Capital provides access to premium Private Equity, ESG and Real Estate investments. With rigorous vetting, deal structuring, and active management, we aim to create value and grow wealth for our partners and investors alike.
Wealth Management
Proxy Wealth is an independent international wealth manager providing national and international investors and institutions access to the universe of U.S. investment and financial planning fiduciary resources.
Financial Planning
Traditional Financial Planning, Retirement Planning, Business Planning, Estate Planning and much more
International Services
International Wealth Management, International Business Services, Immigration Planning and much more