Act Wealth Management

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Other Link: http://actwealthmanagement.com
Categories: Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service

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Phone: (920) 840-6447

Address: N1739 Lily Of The Valley Dr, Greenville, WI 54942

Tax Planning
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 â€œone stopâ€ wealth management firm that will coordinate these activities for you.
Roth IRA

Investment Management
Developing a personal relationship with each of our clients is the foundation of our financial planning and investment management services.
Wealth Management
We began working with crew-member families from major U.S. airlines in 1996. The Principals at ACT Wealth Management believe that building a client relationship starts with a face to face meeting, regardless of where you live. Below is a comprehensive list of pilot financial services we provide to families.

Financial Planning
Dan Archer, Brennan Cross, and Ray Tanner (ACT) forged their working relationship in the early 2000’s and subsequently started ACT Wealth Management, LLC in 2010.Â We offer financial services in Dallas and have worked closely with affluent clients on a nationwide basis to deliver complex financial planning and wealth management strategies. Our team has been responsible for leading the development of processes and growth at several investment advisory firms, each surpassing one billion dollars in assets under management during our tenure.Â We started ACT Wealth Management, LLC due in large part to the conflicts we have seen in the investment advisory business and our determination to always place the needs of our clients first.
Retirement Planning
American froze the defined benefit pension plan (â€œA Planâ€ ) on November 1, 2012. The A Plan benefit is payable in a variety of options including single life annuity, joint and survivor annuity options, and guaranteed period options. Since the A Plan is irrevocable, it is crucial to make an informed decision on your A Plan election. ACT Wealth Management analyzes A Plan options for each pilotâ€™s unique situation goals. Contact us today for more information about our American Airlines financial planning for pilots.
Asset Management
* 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.

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