Karen Eberhart - Loan Officer NMLS

ACT Wealth Management LLC is a trusted investment advisory firm based in Allen, TX, offering comprehensive financial planning and wealth management strategies to affluent clients nationwide. With over four decades of cumulative experience, their team of seasoned professionals prioritizes transparency, full fee disclosure, and personalized service to meet the unique needs and goals of each client. ACT Wealth Management follows a fiduciary standard, ensuring that their clients' best interests are always at the forefront of their recommendations and decision-making process. Driven by a commitment to integrity and client-centric approach, ACT Wealth Management employs a meticulous process that includes fact-finding, financial modeling, portfolio construction, implementation, monitoring, and rebalancing. They utilize open architecture to build objective investment strategies and safeguard assets through a third-party custodian. With a focus on individuality and tailored investment research, ACT Wealth Management strives to instill confidence in their clients by keeping them informed and educated throughout their financial journey.Generated from the website