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. 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 have 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 individual needs of our clients first. We currently work with individuals and families across the nation in 26 states.

  • Plano Office
  • 7160 Dallas Parkway
  • Suite 230
  • Plano, TX 75024
  • 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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