Empowering Families, Building Legacies, Impacting Lives.
About us
We provide personalized financial advisory services
with transparency and integrity.
Independent Financial Advisory
Through our platform of innovative solutions, we provide personalized, transparent, and independent advice to help you plan and grow your wealth.
Integrated and Customized Solutions
Our independence allows us to offer tailored recommendations, ensuring you receive the best products and services for your needs.
Long-Term Financial Relationships
We cultivate personalized relationships by dedicating time and resources to build lasting partnerships. Our focus is on adding value to your family and serving as your strategic ally.
Our services
We provide personalized financial advisory services
with transparency and integrity.
Family Office
We streamline and enhance the management of your personal finances and wealth, offering straightforward and effective solutions that provide peace of mind for you and your family.
Wealth Management
We concentrate on planning and managing your finances with a personalized and transparent approach. By analyzing various investment options, we work towards achieving your financial goals.
Activest Wealth Management does not provide legal or tax advice. Consult your CPA or other tax professional regarding your specific situation.
Why Activest?
We offer unbiased, tailored financial solutions that prioritize your unique needs and goals.
We uphold a personal relationship with you, ensuring that our team delivers transparent guidance at every stage of the process.
We seek innovative and high-quality financial solutions to offer you a wide range of opportunities.
Our values
Integrity
We act with rectitude and do the right thing. We are honest, loyal and trustworthy, demonstrating ethical conduct in each of our actions.
Excellence
We are committed to being the best in everything we do. We lead with innovation and continuous learning, presenting ideas that truly make a difference.
Human Sense
We measure our success not only by our financial results, but also by the positive impact we have on families, employees and our communities.
Serving
We put our clients and team at the center of all our decisions. We listen, understand and anticipate their needs to offer solutions that exceed expectations.
Commitment
We foster an environment of belonging and shared responsibility, where each member is an integral part of the collective success and assumes responsibility in the process.
