Why Pro.Act?

Financial Services

Compassionate, eco-friendly investments
Technical analysis
Active portfolio management
Risk management
Retirement
Financial planning

Practical Solutions

22 years of confidential fiduciary responsibility
Tailored to unique solutions
Using open dialogue
Clear answers

Financial Planning

For individuals and businesses
Life event changes
Tax solutions
Retirement planning
Special needs
Asset growth, protection, & distribution
Legacy planning

Tailored Portfolios

Diverse allocations
Data mining “diamonds in the rough” amongst stocks, bonds & alternatives

Active Money Management

Actively seeking positive opportunities
Striving to reduce losses & increase gains

Supporting actively responsible organizations:

Compassionate
Conscientious
Eco-friendly
Socially responsible
Reducing our global footprint
Pursuing a healthier planet
Seeking to improve ESG

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Securities and advisory services offered through Osaic Wealth, Inc., member of FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Financial planning, technical analysis and active portfolio management offered through Pro.Act Wealth Solutions, LLC., not affiliated with Osaic Wealth, Inc.
Fixed and traditional Insurance services offered through Independent Capital Management, Inc., a Registered Investment Advisor not affiliated with Osaic Wealth, Inc.
As a Registered Representative may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, GA, HI, ID, IN, MO, MT, NV, NY, OR, TN, TX, UT, WA, WY. For enquiries by residents of states not listed here, their state of residence would be added to this list prior to discussing their questions in a reasonably prompt manner.

Form CRS - Customer Relationship Summary

Check Plato Guerre’s background on FINRA's BrokerCheck.
California Insurance License 0D66365.