ProEast Asset Management is an independent, fee-transparent financial advisory firm providing comprehensive financial planning, investment management, retirement planning, tax planning strategies, and estate planning guidance for individuals, families, and business owners.

 With offices in South Windsor, CT, Saratoga Springs, NY; and Northborough, MA, ProEast serves clients throughout the Northeast and provides virtual financial planning and advisory services to clients nationwide.

 Our approach brings the different pieces of a client’s financial life together into one coordinated strategy. Through personalized guidance, modern financial planning, and disciplined investment management, we help clients understand where they stand, make informed financial decisions, and build a clear path toward their long-term goals.

Stay tuned for the new ProEast "Did You Know Series?"...

• Can you meet virtually and work with people in other states?

  Yes! While most of our clients are local to our Northeast office locations, we work with clients all over the United States. For our virtual clients and potential clients, our firm has the capability to use either Zoom or GoTo Meeting
  
  

• Do you offer an hourly or one-time project fee option?

  Unfortunately, our firm is not currently equipped to offer hourly or one-time project options. We do our best work with people who are looking for a long-term relationship.
  
  

• Why should I consider hiring ProEast Asset Management?

  If you’re looking for a team that will help you accomplish things like creating successful retirement outcomes, investing smarter, or lowering your tax bill, then you’ve come to the right place. On that same note, if you’re looking for someone to “beat the market” year-in and year-out, you’ve come to the wrong place. Our goal is to focus on what’s important and what you can control. In our view, trying to predict the future doesn’t fall into that category.