100% Locally Owned Investment Firm
Actis Wealth Management is 100% locally owned by the registered investment advisors at our firm. 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 know that you’ll always have a partner who 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.
Click here for a Free Initial Consultation.
Lori Weckman
Marketing & Operations Support