ACT Advisors Wealth Management
Financial Advising
Why pick this one
ACT Advisors is a fee-only fiduciary firm offering direct indexing and tax-loss harvesting for executives, families, and credit union executives.
Best for
- senior executives managing stock options, RSUs, deferred compensation, and bonuses
- families managing significant wealth, retirement, business sales, inheritances, or wealth transfers
- credit union executives with 457 plans or split-dollar arrangements
- tax-focused investors seeking direct indexing and tax-loss harvesting
- concentrated equity holders seeking customized diversification
- clients wanting financial planning coordinated with an independent CPA
Look elsewhere if
- people seeking commission-based financial products
- people wanting a one-time transactional financial plan
- investors seeking guaranteed returns
- clients whose needs do not involve complex financial planning or investment decisions
Specialties
- direct indexing
- tax-loss harvesting
- stock and bond rotation
- executive compensation planning
- credit union executive benefit planning
- CPA and tax coordination
What makes them different
- Fee-only fiduciary firm with no commissions, quotas, or sales goals
- Offers direct indexing without charging extra
- Coordinates financial planning and investment decisions with a client's CPA when authorized
- Specializes in senior executives with stock options, RSUs, deferred compensation, and bonuses
- Provides secure digital financial document storage through ACT Wealth Access
- Serves
- Asheville, Charleston, Greenville
Distilled from this business's own website.
Contact & Location
- Address
- 521 College St, Asheville, NC 28801
- Phone
- +18283982802
- Website
- http://act-advisors.com/
- info@act-advisors.com
Services
- financial planning
- investment management
- tax-aware wealth management
- estate planning coordination
- insurance planning coordination
- retirement planning
- wealth transfer planning