Legacy Planning

Inevitable life events are not easy topics of conversation, but they are an imperative part of the planning process. ACT Wealth Management, LLC is committed to providing clients and their families with the objective advice when a loved one passes. This is accomplished through in-person meetings at your home or in our office. We serve as the point person for your family’s needs, coordinating with your estate planning attorney, CPA, and/or life insurance company, to help ensure that your estate plan is effectively carried out.

  • 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.