Actis Wealth Management

We take a "big-picture" approach when working with our clients. We start with an Initial Consultation and from there we will build a financial strategy custom tailored to your specific needs and goals. We collaborate with you on your entire financial picture even if that picture includes investments and liabilities which we do not specifically manage for you.

We aim to tackle all of your financial concerns, not just which specific investment you should buy.

Comprehensive financial planning is more than the active management of investments. It is more than the creation of a retirement plan and it goes well beyond regular check-ups of a portfolio. Truly comprehensive financial planning is the act of planning for, and prudently addressing life events. It addresses everything from buying a new car or home, to planning for a child's education, preparing for eventual retirement or creating a plan for your estate. But it goes well beyond these basic life events...it also addresses potential events that can drastically alter your long-term financial security, such as the loss of income and the expenses related to heath and long-term care.