Actis Wealth Management is 100% locally owned by the financial advisors at our investment firm. While we have partnered with many other local and nationwide investment firms to provide universal investment access to our clients, by utilizing the independent broker/dealer LPL Financial, we have maintained our complete and total independence. We believe that our clients benefit from this independence and the fact that the “buck” really does stop here with us. When you engage us as your independent wealth manager, you can know that you’ll always have a partner that will advocate for you because we have no company line to tow.
Our only concern is that your needs are met in the most efficient way possible.
Learn how our unique Risk-Managed investment process can be a potential benefit to your overall financial well-being.
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