Our expertise in helping all types of business owners can allow you to spend more time focusing on your business and less time worrying about your finances. We are 401k rollover experts that can help you explore all of your options. We can help you make sure you maintain the tax-deferred status of your hard-earned dollars.
Fully customized model portfolios that can help minimize volatility while investing for the long run. You can benefit from our active rebalancing and asset allocation solutions. Your fully tailored roadmap for the financial journey ahead. Our retirement planning solutions bring together all of your unique goals and dreams for the future.
Fully customized model portfolios that can help minimize volatility while investing for the long run. You can benefit from our active rebalancing and asset allocation solutions. Your fully tailored roadmap for the financial journey ahead. Our retirement planning solutions bring together all of your unique goals and dreams for the future.
Services
Brian is a native of Waukee, Iowa. He received his Bachelor's Degree in Business Administration with a concentration in Financial Services from Grand View College in Des Moines, Iowa. Brian founded Actis Wealth Management in 2001 after 4 years of experience working for a large national investment firm.
We value the relationships that you have with your accountant or attorney and we work with your team to arrive at the most efficient and beneficial result for you, your family and your business. 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.
Total wealth management services means we take a "big-picture" holistic approach when working with you and your family. We start with a Free Initial Consultation and from there we will build a custom tailored comprehensive financial planning strategy designed for your specific needs and goals.
We collaborate with you on your entire financial picture even if that picture includes investments and liabilities which we do not specifically manage for you.We aim to tackle all of your financial concerns, not just which specific investment you should buy. Comprehensive financial planning is more than the active management of investments.
We collaborate with you on your entire financial picture even if that picture includes investments and liabilities which we do not specifically manage for you.We aim to tackle all of your financial concerns, not just which specific investment you should buy. Comprehensive financial planning is more than the active management of investments.
Our Anchored Growth model portfolio was developed to offer you a potential solution to the volatility that can plague a traditional growth portfolio. While we utilize low-cost investments for the majority of our traditional stock market exposure, what makes our Anchored Growth model different is our use of alternative investment strategies.
Comprehensive fee-based financial planning involves more than the active management of investments. It is more than the creation of a retirement plan and it goes well beyond regular check-ups of a portfolio. Truly comprehensive fee-based financial planning is the act of planning for, and prudently addressing life events.
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