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In the complex and uncertain world we live in today, we believe 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 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.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 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.
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 24 years of experience in financial planning and investment management. He began his career at Merrill Lynch, and later continued at UBS in Dallas, TX. Dan is often asked to speak to individuals, large corporations, and foundations across the country regarding several topics that include defined Benefit/contribution programs and large liquidity events.
Dan graduated from Baylor University with a Bachelor of Business Administration in Financial Services and Planning with an emphasis in Accounting. Dan is a Certified Financial Planner™ focusing his efforts on Investment Research and Portfolio Construction for the firm.
Brennan brings over 24 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. After that, he continued serving his clients with Charles Schwab, Retirement Advisors of America, and True North Advisors.
Brennan earned a Bachelor in Business Administration in Finance and Banking from Oklahoma Baptist University and a Masters of Business Administration from Southern Methodist University. Brennan oversees all aspects of the company's operations in addition to helping his clients meet their retirement planning needs and goals.
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, and Edward Jones. He became an Investment Advisor Representative in 1996 with Retirement Advisors of America.
Ray has spoken on numerous occasions at the Allied Pilots Association (APA) and Air Line Pilots Association (ALPA) seminars across the United States. He received his Bachelor of Business Administration in Finance and Real Estate from Baylor University.
We compile data from our questionnaires and prospective client interviews.
Investment strategies are created based on risk assessments, simulations, and probability analyses.
Open architecture allows us to build a completely objective investment strategy.
When investing a lump sum, we utilize a dollar cost averaging process. For transitioning existing assets, we develop a specific plan for each portfolio.
We strive to be unbiased in constructing your portfolio. If changes are warranted, we will not hesitate to replace an investment.
We believe that rebalancing a portfolio, as needed, is crucial in potentially lowering risk.
Developing a personal relationship with each of our clients is the foundation of our financial planning and investment management services.
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.
We meet face-to-face with clients, and prospective clients, throughout the country to solidify and develop lasting relationships.
We believe that investment transparency and full fee disclosure are important components of each client relationship.
Through online account access, we provide you with comprehensive reports that detail your performance, distributions, fees paid, and asset allocation.
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.
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.
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 email@example.com.