300 South Pine Island Road
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 high net worth individuals and families. Our independent thinking provides the focused attention not typically found in larger financial institutions. We work very closely with our clients in developing and implementing appropriate individualized investment strategies.
Our process is predictable with an emphasis on transparent, open, and straight forward communication, complemented with careful listening helping us, as well as our clients, articulate their financial needs, goals and priorities. We guide our clients with strategic asset allocation and implementing various tactical solutions for fixed income, equity, and alternative investments.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.