Actis Wealth Management is a 100% locally-owned independent financial consulting 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 pursue financial freedom. By having a persona
l 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 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. The financial consultants of Actis Wealth Management are registered representatives with and offer securities and advisory services through LPL Financial, Member SIPC, www.sipc.org. Please visit our website below for hyperlink to SIPC website. For a list of states in which we are registered to do business, please visit www.ActisWealth.com.
