Your business is more than numbers on a balance sheet — it’s the foundation of your wealth, your family’s future, and your legacy. At Actus Wealth Strategies, we help business owners and entrepreneurs align personal and business finances to create lasting value.
Know Your Value. Protect It. Build It. Exit on Your Terms.
We start by helping you know your business value, giving you a clear benchmark for growth. Then we work to protect that value with risk management, tax strategies, and succession planning. Next, we help you build value through targeted growth strategies that also attract and retain top talent. And when the time is right, we ensure you have a plan to exit on your terms — whether selling, passing it to family, or creating a charitable legacy.
Our comprehensive approach includes:
- Business Valuation & Exit Planning
- Tax-Advantaged Succession Strategies
- Strategic Business Growth Planning
- Risk Management & Asset Protection
- Retirement & Compensation Plans for Owners & Key Employees
At Actus Wealth Strategies, we help you protect what you’ve built, grow what you’ve earned, and exit with confidence. Let’s talk!
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.
