At ActiTrust we are passionate about helping our clients achieve their long term financial success through tailored financial strategies designed to build, grow and protect their personal wealth.
Our guiding principles are based on the idea that relationships are long term partnerships based on trust, honesty and integrity with the clients interest always ahead of our own!
ActiTrust Wealth Management LLC is a privately held, fee based independent Registered Investment Advisor.
Our firm caters to a diverse group of domestic and international affluent individuals, families and businesses. Our independent thinking provides the disciplined, dedicated and focused attention not typically found in larger financial institutions. We work very closely with our clients in developing and implementing appropriate individualized investment strategies