Full disclosure. Transparency. Trust.
Integral elements we bring to
each of our client relationships.

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Pursuing your investment goals
through assessing risk and
strategic portfolio construction.

Our process



Our Story

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 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.

Our Process

Trust

Our compensation comes only from the advice we provide to our clients. ACT Wealth Management does not receive commissions or 12b-1 fees, does not sell products, and provides full fee transparency. Additionally, 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 Management, we construct each portfolio based on your needs, goals and risk tolerance.

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Confidence

With over four 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 are essential elements in providing confidence.

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Our Philosophy

The Foundation

Developing a personal relationship with each of our clients is the foundation of our financial planning and investment management services.

Transparency

We believe that investment transparency and full fee disclosure are important components of each client relationship.

Nationwide

We meet face-to-face with clients, and prospective clients, throughout the country to solidify and develop lasting relationships.

In Person Meeting

The process we utilize 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.

Third Party Service

Your assets are held through a third-party custodian, who supplies you with important infrastructure services such as trade confirmations, monthly/quarterly account statements, and annual tax reporting.

Why Choose Us

Investment & Research

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.

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Investment Committee

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.

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Fiduciary Standard

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.

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Coordination of Services

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.

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Legacy Planning

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.

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Pilot Services

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.

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  • 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

Copyright © 2022 ACT Wealth Management, LLC. All Rights Reserved. | ADV | Privacy Policy | CSR – Customer Relationship Summary

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.