We work with our clients to develop solutions that meet their goals. By learning about our clients global picture, from their spending habits, current assets, liabilities, and financial objectives, we create a comprehensive portfolio designed to achieve their goals.

Auctus is an independent firm, so we are not obligated to use specific products or offer cookie-cutter solutions. Instead, we assemble a solid, customized portfolio that address’ the individual needs of our clients. Because of our independence, we can be more agile. That agility gives us an edge when considering the variety of investment possibilities. We take things personally, and our clients know it. Their success is our success.

Our Services

It’s all about customization – in our approach to asset allocation, in our flexibility and in our client service. At Auctus Wealth Management, we want to ensure that our clients can weather the ups and downs of the global market with minimal impact, so we make investment decisions and recommendations with their personal and financial goals in mind. We begin every relationship with a complimentary portfolio review.

In addition, Auctus Wealth Management offers the following services:

  • Asset & portfolio management

  • Retirement & long-term care planning

  • Insurance & risk management

  • Estate planning strategies

  • Portfolio reviews

  • Insurance audits

  • Annuity audits

Products & Solutions

  • Equities

  • Fixed income

  • Mutual funds

  • Annuities

  • Hedge funds

  • Life and Health Insurance

  • Alternative investments

  • Retirement plans for individuals & businesses

  • Portfolio filters for specific asset classes