Part of your plan is how you spend your money – now and when you retire.
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
About Us
Your Wealth. Our Focus.
We know what an immense responsibility—and honor—it is to be entrusted with helping manage your financial well-being.
We will work diligently to understand your motivations and goals and tailor a blueprint for you founded on extensive research and analysis.
We will work diligently to understand your motivations and goals and tailor a blueprint for you founded on extensive research and analysis.
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.
Forbes Best-in-State Wealth Management Team in Missouri 2026
The ACTA Wealth Management team of Wells Fargo Advisors are both humbled and honored to announce that we have been selected as a FORBES Best in State wealth management team in Missouri for 2026!
1Investment returns may fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed, or sold, may be worth more or less than their original cost.
2Variable annuities are long-term investments appropriate for retirement funding and are subject to market fluctuations and investment risk. Guarantees are based on the claims-paying ability of the issuing insurance company. Guarantees apply to minimum income from an annuity; they do not guarantee an investment return or the safety of the underlying funds.
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.