ACTA Wealth Management Group
Would Like to Announce
We are adding to our team!
Traci Bennett, Senior Vice-President-Investments
Greg Bennett, First Vice-President-Investments
Ron Hammelman CRPS® Vice-President-Investments
Will be joining the existing members of the team which include:
Raymond Palmer, MBA, CRPC®; Managing Director-Investments
Jeff Rogles, CFP® CRPC®; Senior Vice President-Investments
Chuck Grbcich, MBA, Managing Director, Investments
Chuck Hessler, Managing Director, Investments
Allan Gardner, Senior Vice President-Investments
It is an honor to combine practices with these exceptional Financial Advisors and friends here at Wells Fargo Advisors.
We all share in serving you and your loved one’s financial futures. Each colleague of ACTA Wealth Management Group brings unique talents and capabilities to serve the myriad of complexities involved in meeting your future investment planning needs and objectives.
Helping Clients Succeed Financially
It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. We can help you start planning now for the future. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.
Your Goals and Dreams, Our Guidance
You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.
About Us
We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.