300 South Pine Island Road,
ActiTrust Wealth Management LLC
Independent thinking and tailored solutions.
Asking the right questions to help you save and invest your money without sacrificing your quality of life.
Helping you navigate a complicated financial world
Actitrust Wealth Management LLC
Our US and international experience allows us to provide advise whether you live in the US or abroad
ActiTrust is the result of many years of global experience by its founders and team. Our Advisors experience in large multinational institutions and as independent advisors domestic and internationally have allowed us to come together to provide a superior level of service to our clients.
We have developed a reputation for coaching our clients in a transparent and easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. Our team approach provides an effective method to help our clients, who have a wide variety of needs as they maneuver through a complex financial world.
Every situation is different, which is why every client gets our undivided attention from planning to execution to follow-up.
Tailored financial strategies designed to build, grow and protect personal wealth.
Our decades of experience may help direct your financial future. We pride ourselves on being an integral part of our clients' lives.
Trust. Honesty. Integrity. Commitment. Our values are at the forefront of our practice and guide every decision we make.
Alfredo J. Yanes