What AI says about ACT Wealth Management, LLC

ACT Wealth Management, LLC is a nationwide wealth management and investment advisory firm founded in 2010 by Dan Archer, Brennan Cross, and Ray Tanner to serve affluent clients with complex financial planning and wealth management needs. They provide independent, fee-based investment management and financial planning through a structured process—fact finding, financial modeling, portfolio construction with open architecture, implementation, monitoring, and rebalancing—with compensation solely from advisory services and full fee transparency, and assets held by a third-party custodian. The firm emphasizes individualized plans, transparency, and in-person client relationships, aiming to educate clients and tailor portfolios to risk tolerance and goals.