Actus Wealth Strategies

About Us

Our Mission: To provide excellence in service and innovative financial product design to help our clients reach their financial objectives. We specialize in helping our clients with the creation, maximization, protection, and enjoyment of their wealth by advocating for them to make informed financial decisions that reflect their value system, love of family, and commitment to the community.

At Actus Wealth Strategies, we take pride in our ability to assist Chamber Members across various financial aspects, from personal financial planning to comprehensive business solutions. Whether it's retirement planning tailored for small business owners, the design of executive bonus plans, FICA tax reductions for businesses with over 100 employees, or qualified pension planning for small to large business owners, we have the resources and expertise to meet diverse needs.

We also offer professional business valuations that provide accurate and valuable insights into the worth of your business. These assessments serve as an essential foundation for strategic decision-making, whether you are considering mergers, acquisitions, or exit strategies.