In the complex and uncertain world we live in today, having a trusted financial advisor has never been more important. 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.
Our compensation comes only from the advice we provide to our clients. ACT Wealth Management 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.Learn More
You are not like any other client, so your financial plan and investment portfolio should be unique to you. At ACT Wealth Management, we construct each portfolio based on your needs, goals and risk tolerance.Learn More
With over three decades of cumulative investment experience, the Principals at ACT Wealth Management realize that keeping clients informed and educated in all phases of their financial plan and investment portfolio is an essential element in providing peace of mind.
Throughout our respective careers in the wealth management industry, we have worked closely with affluent clients and institutions on a nationwide basis to deliver complex financial planning, investment and wealth management strategies.
Dan has over 20 years of experience in financial planning and investment management. Mr. Archer began his career at Merrill Lynch and Co., where he eventually trained all incoming financial consultants through the branch professional development program. Dan is often asked to speak to large corporations, foundations, and individuals around the country regarding Defined Benefit/Contribution programs, as well as issues related to large liquidity events. Dan graduated from Baylor University with a BBA in Financial Services and Planning with an emphasis in Accounting. Mr. Archer is a Certified Financial Planner™ who actively mentors young professionals in the financial services industry and dedicates his time to the Pro Bono Program within the Financial Planning Association.
Brennan brings over 20 years of full-time financial industry experience to the firm. He began his career at Fidelity Investments and spent more than seven years in the Dallas and Boston corporate offices. Most of the experience involved developing and providing retirement planning solutions for clients. Throughout the last several years, he's continued serving his clients with Charles Schwab, Retirement Advisors of America, and True North Advisors, LLC.
Brennan earned a BBA in Finance and Banking from Oklahoma Baptist University and an MBA from Southern Methodist University. Brennan oversees all aspects of the company's operations, portfolio construction, and employee training.
For more than 30 years, Ray has developed a variety of solutions for his institutional and individual clients in both the private and public sectors. His professional experience includes working with private banks, the FDIC, Resolution Trust Corporation, Edward Jones, and Retirement Advisors of America.
It is here where Archer, Cross and Tanner (ACT) forged their working relationship and subsequently started ACT Wealth Management, LLC in 2010.
Ray has spoken on numerous occasions at the Allied Pilots Association (APA) and Air Line Pilots Association (ALPA) seminars across the United States.
Mr. Tanner received his BBA in Finance and Real Estate from Baylor University.
Compile all data from our questionnaires, interviews, and face-to-face meetings.
Your investment strategy; made up of principal risk assessments, simulations & probability analyses.
Open architecture allows us to build a completely objective investment strategy.
We utilize a dollar-cost averaging approach when investing a lump sum distribution. For transitioning existing assets, we develop a plan specific to your portfolio.
We are unbiased in constructing your portfolio. If changes are warranted, we will not hesitate to replace an investment you own.
We believe that rebalancing your portfolio, as needed, is crucial to lowering risk.
Developing a personal relationship with each of our clients is the foundation of our financial planning and investment management process.
The three-step process ACT utilizes when meeting with prospective clients has been crucial to the firm's success, organic growth, and client retention. Therefore, we prefer to meet individually with each of our clients, in their home, at their convenience.
We meet face-to-face with clients in 26 states. Consequently, we will meet with prospective clients anywhere in the United States.
We believe that transparency and full disclosure are important parts of each client relationship.
Through online account access and quarterly reviews, we provide you with comprehensive reports that detail your performance, distributions, fees paid, and asset allocation.
Your assets are custodied through a third-party, who supplies you with important infrastructure services such as monthly account statements, tax reporting, and trade execution.
One size never fits all. A client’s investment portfolio is no different. That’s why ACT Wealth Management lays the groundwork of each of our client’s situations uniquely, with categorical transparency, tactical assessment management, and strategic, tailored, and unbiased investment research.
ACT Wealth Management is not a company driven by specious market trends. Before recommendations are given, quantitative and technical analyses are considered. ACT's principals are responsible for amending the company’s global asset allocation model, which informs our clients' risk profiles.
The Latin word fiduciary means "trust." Fiduciary is someone who acts in utmost good faith in a client's best interest. ACT Wealth Management follows this fiduciary standard to provide the trust investors deserve.
Investment logistics don’t have a single endpoint. Thus, the investment constellation is dotted with accountants, attorneys, and other business professionals. As your financial advisor, our duty is to act in your best interest in all matters. ACT serves as your “point person” in coordinating these services.
The discussion of inevitable life events is never enjoyable, but its role in the planning process is imperative. ACT is committed to providing clients and their families with necessary, objective advice; coordinating with estate planning attorneys, CPAs and life insurance companies when a loved one passes away.
The principals at ACT have been building lasting client relationships with crew member families of major airlines since 1996. ACT provides a wide-range of services, from complimentary pre-retirement counseling to IRA conversion analysis. Review our full list of comprehensive services below.
Copyright © 2016 ACT Wealth Management, LLC. All Rights Reserved.