Actus Wealth Strategies, LLC works with business owners, individuals and families to provide a full range of services. The word “Actus” is Latin for “act” or “action.” It can mean to bring a thing from inert potential to its state of actualization. This defines who we are and what we do. Our mission is to bring actionable strategies to the table to help our clients, and implement them with white glove service to help each person achieve their unique vision for financial success.
Actus Wealth Strategies Services
Our tested process allows us to first help organize, then protect, and then focus on wealth-building potential. And we invest in technology and software to help all of our clients understand and monitor their custom plans. This allows for seamless discussions along the two paths of successful financial outcomes: protection and accumulation. Here are just some of the services we provide to business owners, individuals & families as part of their tailored custom plan.
- Financial Planning
- Retirement Planning
- Tax-Efficiency Planning
- Roth Conversion Planning
- RMD (Required Minimum Distributions) Planning
- Income Planning
- Life Insurance
- Fixed Annuities
- Fixed Indexed Annuities
- Business Exit Planning & Business Consulting
- Direct Primary Care
- Disability Income Planning
- Long-Term Care Planning
Actionable Strategies. Innovative Solutions.
Both of our firms are focused on solving financial problems. As independent firms with access to a universe of strategies to help deliver positive outcomes, Actus Wealth Strategies provides business growth and exit and individual wealth strategies, while Actus Capital Management provides you with a deep dive into finance with in-house investment, portfolio, and wealth management services.
