Actis Wealth Management Employee Directory
Financial ServicesIowa, United States2-10 Employees
Actis Wealth Management is a 100% locally-owned independent financial services 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 work towards financial freedom. By having a personal 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 take a "big-picture" approach when working with our clients. 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. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial for accuracy or completeness. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact and Info Section.’ The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CT, DE, IA, IL, KS, MO, MT, TX.
1-888-653-2347 
support@leadiq.com 
