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How We Work

Our firm specializes in helping individuals and families develop sound financial strategies.

At ActiTrust, we believe our independent thinking provides a broader perspective to all we do and brings increased benefits to our clients.

We help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

And answer questions such as:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?

Our experienced advisors have helped many people just like you with similar issues and concerns. We help guide, develop, and refine your long term investment plan. Our portfolio solutions are carefully implemented through the use of a thoughtfully vetted equity, fixed income and alternative investments in fee based Advisory accounts.

We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

As with most managed accounts, fees are based on the assets held in the program rather than commissions for each trade.

Please take the time to explore our website and the wealth of information we offer. 

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.



Common Stock

Exchange Traded Funds (ETF's)

Structured Products

Government Securities

Treasury Notes

Variable Annuity

Financial Planning


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (754) 229-0051