ACTUM WEALTH

Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Financial planning; Financial services, namely, wealth management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning and investment advisory services; Financial risk assessment services; Investment management; Financial planning for retirement; Insurance and financial information and consultancy services