| Team Approach |
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| Written by Jason Cross |
| Thursday, 10 February 2011 15:56 |
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We take a "big-picture" approach when working with our clients. We design financial strategies that are custom tailored to your specific needs and goals. We collaborate with you on your entire financial picture even if that includes outside investments and accounts which we do not specifically manage for you. We value the relationships that you have with your accountant or attorney and will work in concert with them to arrive at the most efficient and beneficial result for you, your family and your business.
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| Last Updated on Sunday, 10 April 2011 12:38 |
Our Team
Brian Weckman
Brian M. Thompson
Actis Wealth Management
9295 Bishop Dr Ste 105
West Des Moines, IA 50266
Phone: (515) 440-1334
Toll Free: (866) 440-1334
Fax: (515) 440-1295
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The Relationship Team Approach
The Relationship Team Approach