About Us

Dan Archer, Brennan Cross, and Ray Tanner (ACT) forged their working relationship in the early 2000’s and subsequently started ACT Wealth Management, LLC in 2010.  We offer financial services in Dallas and have worked closely with affluent clients on a nationwide basis to deliver complex financial planning and wealth management strategies. Our team has been responsible for leading the development of processes and growth at several investment advisory firms, each surpassing one billion dollars in assets under management during our tenure.  We started ACT Wealth Management, LLC due in large part to the conflicts we have seen in the investment advisory business and our determination to always place the needs of our clients first.

  • Allen Office
  • 900 West Bethany Drive
  • Suite 150
  • Allen, TX 75013
  • Phone(214) 618-2022
  • Toll-free(888) 392-9773
  • Fax(214) 919-4896
  • Raleigh Office
  • 8601 Six Forks Road
  • Suite 400
  • Raleigh, NC 27615
  • Phone(919) 214-9066

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Investment advisory services offered through ACT Wealth Management, LLC, a registered investment adviser.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. For additional information, please Contact Ray Tanner, Chief Compliance Officer, at 214-618-2022 and/or rtanner@actwm.com.