OUR TEAM

Our company was started by two advisors back in 1998 and was built from the ground up. Over the years we’ve seen many changes take place for us and our company: adding new team members, moving locations, rebranding, and losing a few more hairs on our heads. Our mission remains the same: help our clients prepare for and enjoy retirement. We do this by providing wholistic wealth management which includes retirement planning, risk management, estate planning strategies, charitable giving, and several other financial strategies.

We chose the name Actum (Latin meaning “act”) because of its focus on living in the present. You may feel like you should have done more several years ago, but we’re not concerned about that. We are solely focused on the “present,” what must be done right now to bring you toward your dreams and goals?

The logo of a lighthouse symbolizes our financial journey, crossing the waters of uncertainty. At times the waves are calm and other times turbulent. Your dreams, like the lighthouse, stand as a beacon, giving direction to your desired financial destination. We are the “lower light,” guiding you safely to shore (ask us about the story of the lower lights when you come see us).

Our company was started by two advisors back in 1998 and was built from the ground up. Over the years we’ve seen many changes take place for us and our company: adding new team members, moving locations, rebranding, and losing a few more hairs on our heads. Our mission remains the same: help our clients prepare for and enjoy retirement. We do this by providing wholistic wealth management which includes retirement planning, risk management, estate planning strategies, charitable giving, and several other financial strategies.

We chose the name Actum (Latin meaning “act”) because of its focus on living in the presented. You may feel liked you should have done more several years ago, but we’re not concerned about that. We are solely focused on the “present,” what must be done right now to bring you toward your dreams and goals?

The logo of a lighthouse symbolizes our financial journey, crossing the waters of uncertainty. At times the waves are calm and other times turbulent. Your dreams, like the lighthouse, stand as a beacon, giving direction to your desired financial destination. We are the “lower light,” guiding you safely to shore (ask us about the story of the lower lights when you come see us).