Main number: 214.618.2022

Plano, TX

The Principal Difference. In the complex and uncertain world we live in today, having a trusted financial advisor has never been more important. ACT Wealth Management, LLC is a Texas limited liability company. Daniel E. Archer, Jr., Brennan G. Cross and Ray B. Tanner, Jr. are the members and managers (Principals) of ACT Wealth Management, LLC. The three Principals at the company work directly with each client. Who knows your situation better than the team who earned your trust and confidence? This is what we call THE PRINCIPAL DIFFERENCE.

Trust

Our compensation comes only from the advice we provide to our clients. ACT Wealth Management, LLC receives no commissions or 12b-1 fees, sells no products, and provides full fee transparency. In addition, we safeguard assets using a third-party custodian.

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Individuality

You are not like any other client, so your financial plan and investment portfolio should be unique to you. At ACT Wealth Managment, LLC, we customize each portfolio based on your needs, goals and risk tolerance.

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Peace of Mind

With forty-five (45) years of cumulative investment experience, the Principals at ACT Wealth Management, LLC realize that keeping clients informed and educated in all phases of their financial plan is an essential element to providing peace of mind.

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