Actis Wealth Management,
1050 SE Olson Dr Suite I, Waukee, IA 50263, United States
About Us
Actis Wealth Management is a leading finance institution located at 1050 Southeast Olson Drive in Waukee, Iowa, United States. Specializing in wealth management services, Actis provides personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, Actis offers comprehensive financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Actis Wealth Management is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
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Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
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Photos
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Reviews
"brian seems more interested in selling knock-off toys than providing sound financial advice. i asked him to put all of my funds in cash roughly 6 months before a 20-30% sell-off in the market and he criticized me until i followed his advice to stay-in. i also asked him to invest in a commodity fund when it was at $108/share. he told me i was gambling and said he wasn't comfortable with that trade. within a year that same stock was trading at $165/share. during my tenure with brian i managed one fund directly and it turned ~10% profit. the funds that brian managed lost nearly 30% of their value despite my suggestions/requests. horrible experience, don't do business with this person."
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