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WELCOME TO

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Here at Tactivest, we believe that understanding your current financial situation is vital to successfully making prudent decisions concerning your future financial condition.

Customized Portfolios

WE OFFER

Professional Advisors 

 Wealth Management

OUR PRACTICE

Tactivest was founded with the goal of providing exceptional service to each and every one of our clients.

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GET TO KNOW OUR TEAM

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Everest Wong

CEO | Founder

Andrew

Andrew J. Stout

Senior Portfolio Manager | Private Wealth Advisor

Brie

Brie Peixoto

Office Manager 

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YOUR FINANCES

Each account held with Tactivest is personalized and catered to our client's needs through individual portfolios.

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