A complete list of active advisors currently associated with Act Wealth Management, LLC

Warmer can help you find a great advisor at Act Wealth Management, LLC or one who fits your needs even better.

Act Wealth Management serves individuals (including high‑net‑worth clients), business entities, trusts, estates and charitable organizations, providing discretionary investment management and, when requested, financial planning and consulting on a fee‑only basis. The firm manages approximately $569 million for about 264 clients through a five‑advisor team and generally requires a $500,000 account minimum that it may waive or reduce in certain cases. The firm combines fundamental, technical, charting and cyclical analysis and implements long‑term, short‑term and trading strategies across individual equities, fixed income, mutual funds and ETFs. ACT Wealth provides ongoing portfolio monitoring and client reviews, and it may use inverse and enhanced (leveraged) mutual funds and ETFs for hedging or to seek enhanced exposure — strategies clients can expressly limit in writing. Compared with many peer teams, ACT Wealth has a relatively large asset base per advisor and a small client roster, and it documents ERISA fiduciary compliance and adherence to impartial conduct standards for retirement accounts. The firm operates under a written code of ethics and personal‑trading policies, generally recommends a qualified custodian (and discloses receiving support services from that custodian), and does not accept commission‑based compensation.

To learn more about the advisors currently working at Act Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.