Actis Wealth Management is a 100% locally-owned independent financial services firm. It was founded in 2001 with the aim of bringing an institutional-style investing approach to individuals and businesses.
At Actis Wealth Management, we act as your own personal "Chief Financial Officer" to provide you with simple, tailored solutions that can help you work towards 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.
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.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial for accuracy or completeness.
Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact and Info Section.’
The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CT, DE, IA, IL, KS, MO, MT, TX.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 9295 Bishop Drive Suite 105, West Des Moines,ia 50266,united States
- Phone
- +1 515-440-1334
- bw****@****lth.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- actiswealth.com
- Keywords
- Comprehensive Wealth Management, Fee-Based Asset Management, Small & Medium-Sized Business Planning, Alternative Investments, Retirement Planning, Estate Planning, Risk Management & Insurance, Balance Sheet Management, 401(k) & 403(b) Rollover Planning.
- HQ
- West Des Moines, IA
- Competitors
- Actis.
Actis Wealth Management Questions
Actis Wealth Management's helpline number is +1 515-440-1334
Actis Wealth Management's website is actiswealth.com
Actis Wealth Management's LinkedIn profile is https://www.linkedin.com/company/actis-wealth-management
Actis Wealth Management has
2 employees.
View email and phone details for 2
employees at Actis Wealth Management.
Actis Wealth Management's industry is
Financial Services
Actis Wealth Management's top competitors are
Actis.
Actis Wealth Management's support email address is bweckman@actiswealth.com
Actis Wealth Management's categories are Financial Services
Actis Wealth Management's founding year is 2001
