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Business Owners
Our expertise in helping all types of business owners can allow you to spend more time focusing on your business and less time worrying about your finances.

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401k Rollovers
We are 401k rollover experts that can help you explore all of your options. We can help you make sure you maintain the tax-deferred status of your hard-earned dollars.

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Advisory Strategies
Fully customized model portfolios that can help minimize volatility while investing for the long run. You can benefit from our active rebalancing and asset allocation solutions.

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Retirement Planning
Your fully tailored roadmap for the financial journey ahead. Our retirement planning solutions bring together all of your unique goals and dreams for the future.

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Wealth Vision
View all your investments on your own personal financial website. You have 24/7 access to all of your accounts in one place, even outside holdings such as your 401(k) and bank accounts.

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Upcoming Events
Check out our upcoming event calendar and RSVP to our next networking or educational event. We’d love to see you there!

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Brian Weckman
Founder & President
Chief Investment Officer
bweckman@actiswealth.com

 

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Lori Weckman
Marketing & Operations Support

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