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Akt Wealth Advisors
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Working with AKT Wealth Advisors financial planning team is a smart financial decision.
Address5946 Priestly Dr Carlsbad, CA 92008-8848
Phone(760) 431-8440
Websitewww.wealthadvisors.com
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Welcome to the new AKT Wealth Advisors web site. Existing clients can access their Retirement plans by clicking this link.

As a client of AKT Wealth Advisors, whether a business owner or participant in a 401(k) plan, we provide timely resources and information to help you make informed decisions. Please visit our RESOURCES page for more information.

A well-run 401(k) retirement plan is a valuable resource to your employees though many plans are set up with little knowledge of the important fiduciary responsibility they are assuming.

AKT Wealth Advisors helps you protect your assets for tomorrow by enabling you to make smart financial decisions today. Our professionals provide objective and independent, fee-based investment services.

Working with AKT Wealth Advisors financial planning team is a smart financial decision. Understanding your financial situation and how that influences your goals and aspirations is only the beginning of the financial planning process. Let us help you achieve success in your future.

When should you begin planning for a business transition? Today. A well-defined, thought-out plan will ultimately improve the chances that your business will thrive and provide you with maximum benefits.

July 29, 2010 - Charlie Zieky participates in advisor roundtable.

Charlie Zieky, Principal with AKT Wealth Advisors participated in a San Diego Daily Transcript Roundtable.
Read More>>
April 22, 2010 - Charlie Zieky is quoted in the San Diego Daily Transcript

Charlie Zieky, CPA and Principal at AKT Wealth Advisors was asked her opinion on a number of issues that are impacting her clients surrounding changing tax laws.

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