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OUR SERVICES

Financial Report

Investment Advisory Services

Tactivest offers unbiased, fee based Investment Advisory Services.

We offer managed models fitting a variety of needs and portfolios custom tailored to meet our individual clients' needs.

 

Tactivest utilizes multiple Custodians and Clearing services.

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Comprehensive Financial Planning

Our advisors offer comprehensive financial planning services, working closely with clients to reach their goals  including but not limited to retirement planning, college planning, and wealth management. 

Insurance Agent

Insurance
Based
Services

Individually licensed personnel who can offer a full suite of insurance solutions including Life Insurance (Term Life, Cash Value Life), Long Term Care, Disability Insurance and Health Coverage.

Insurance coverage is written by individually licensed agents in their respective states, either directly with carriers or through general agencies which we may be affiliated with.

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Any sales of commission based insurance products may be a conflict of interest as they are in addition to and outside the scope of our normal Investment Advisory Practices.

WHO WE SERVE

Whether you are a retiree looking to conserve your income, a single investor looking to grow your assets, or a young family, planning for your future, our advisors are here to help.

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ADV PART 2A

PRIVACY POLICY

FORM CRS

Check the background of your financial professional on SEC's Investment Adviser Firm Check.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice.

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data:

 Do not sell my personal information.

 

Tactivest LLC. Investment Advisory Services offered through Tactivest, a Registered Investment Advisor (RIA), registered with the SEC in CA. Please see further Website Disclosure.

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Schwab is a registered broker-dealer, and is not affiliated with Tactivest’s or any advisor(s) whose name(s) appears on this Website. Tactivest is/are independently owned and operated. Schwab neither endorses nor recommends Tactivest. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Tactivest under which Schwab provides Tactivest with services related to your account. Schwab does not review the Tactivest Website, and makes no representation regarding the content of the Website. The information contained in the Tactivest Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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The above-mentioned recognition/award was given in June 2025 based on the time period of February 26, 2025 to March 18, 2025 and was provided by SF Gate. Tactivest has reasonable belief that the survey used to determine the award was fair and balanced. Tactivest did not provide compensation to the provider for the rating/award. The Best of the Bay Area 2025 Award is/are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results.

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