ACT Wealth Management, LLC will function as your “point person” in coordinating many personal services.
As your financial advisor, we have a duty to act in your best interest. Communicating with your accountant, attorney and/or other business, estate and tax planning professionals on matters related to your investment portfolio is a service that we provide for clients. We believe it is important to have a “one stop” wealth management firm that will coordinate these activities for you.
ACT Wealth Management, LLC does not prepare estate plans or tax returns but will assist you in finding licensed professionals in these important areas.
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