Investment & Research Services


At ACT Wealth Management, LLC, we truly understand that all asset classes represent a unique and important part in all client portfolios. Through strategic, opportunistic, and tactical asset management, we employ a needs-based investment approach created specifically to each client’s unique situation. We do not believe that one size fits all. We are a firm built on 100% open architecture, transparency and unbiased investment research.


One of our strongest beliefs is that in order to have unbiased wealth management research, the one conducting the investment research must be totally removed from the final recommendation process. At ACT Wealth Management, LLC, we have partnered with YCharts, one of the leading research firms in the country, to perform due diligence on investments we may ultimately use in client portfolios. This allows ACT Wealth Management, LLC to remove any potential conflicts of interest between the product and the client, as the end user. We are not held hostage to our own ideas, something most investment professionals cannot or will not say. The three Principals at ACT Wealth Management, LLC have the final say on the investments utilized in client accounts.

Investment Structure

ACT Wealth Management, LLC utilizes a holistic investment approach focused on building portfolios from the bottom up. The Principals at ACT Wealth Management, LLC determine appropriate allocation and diversification based on the independent wealth management research we utilize as well as global macro and economic factors.* The decisions emanating from these meetings tie directly to our opportunistic/tactical investment initiatives for our clients. The Principals of the company make all investment directives in each client account.



* Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.

  • 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

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Investment advisory services offered through ACT Wealth Management, LLC, a registered investment adviser.

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