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Individuals & Families

Actus Wealth Strategies

Services for Individuals and Families

Actus Wealth Strategies provides a family office experience for our all of our clients, which can quickly scale up for those with high-net-worth and complex financial scenarios. Our goal is to solve problems and deliver innovative strategies to help you achieve your financial and life goals. By helping you coordinate all aspects of your finances, we can free up your time so you can do more of the things that bring you joy in life.

Between our firm and our extended network of professionals and subject matter experts, we strive to be your one contact in delivering truly comprehensive services, including advanced asset and wealth management through Actus Capital Management, tax planning solutions, estate planning strategies, risk mitigation using innovative insurance solutions, and business advisory services for those who are entrepreneurs and business owners.

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The Client Experience

A Seamless 5-Step Process

1) Exploring New Ideas

Our first meetings are designed to see if your personal and/or business goals align with our approach and philosophy. We’ll help you envision your life and financial goals, honing in on concrete financial and life objectives.

2) Gaining Insights and Definitions

After creating clear life milestones and financial goals, we will dive deeply into your current financial position in order to gain clarity about any gaps and opportunities in charting your course towards your own unique vision of prosperity.

3) Creating Your Financial Roadmap

Incorporating your financial potential with your future goals, we create a written roadmap and action plan with projected future outcomes which we then carefully assess together as we explore your wealth of possibilities. Our focus is on both asset protection and growth.

4) Springing Into Action

This is where every action truly builds your future. Momentum starts to build as Actus activates your custom financial plan, and we work hard to deliver superior results and innovative strategies with measurable outcomes. Your success is our goal.

5) Your True Co-Pilot Through Life

We pledge to be by your side every step of the way, throughout your life as well as for the future generations you hope to endow. Our highest compliment is the trust you and your family place in us, and we hold that faith closely as part of our deepest core values.

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