ACT Philosophy

At ACT Wealth Strategies, what makes us different is our philosophy. We approach each of our client’s plan with a protection mindset first and foremost, because there are no do-over’s. While there are many firms that focus on accumulating and growing wealth, our primary focus is on protecting what you’ve built. Once we have successfully made sure that you are properly protected, we move on to areas of growth and accumulation.

The high value we place on educating our clients is also what sets us apart. Teaching University Workshops to pre-retirees in the Tula and surrounding areas has enabled us to reach even more people with financial education. We believe that an educated clients make better and more informed decisions, which is why we take the time to thoroughly explain our recommendations and strategies to each person that comes through our doors. We consider it an honor and a privilege to help our clients work towards a more secure future.