Coordination of Services

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.

  • 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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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.