Treat Yourself to the Rewards of our Planning Efforts.

At Actis Wealth Management, we act as your own personal "Chief Financial Officer" to provide you with simple, tailored solutions that can help you achieve financial freedom. By having a personal relationship with us, you no longer have to rely on the information you receive from sales people and others who are paid only when you purchase what they are selling. Instead, you can turn to us for unbiased guidance before you make financial decisions like saving for retirement, buying a home, sending a child to college, purchasing insurance, etc.

Why Actis?

Tailored to the Financial Needs of:

Independant consultants, independant contractors, investors and other Small Business Owners

Teachers, principals, public administrators, and other Public Employees

Air Force, Navy, National Guard, and other members of the Armed Forces

Newlyweds, expecting parents, recent college graduates, and other Individuals and Families

The financial consultants of Actis Wealth Management are registered representatives with and offer securities and fee based accounts through LPL Financial, Member FINRA/SIPC.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we may only discuss or transact securities business with individuals residing in states where we are currently registered. We are licensed in the following states: AL, AZ, CA, CO, FL, IA, IL, IN, KS, MD, MI, MN, MO, MT, NE, NJ, OH, PA, SD