Name: Pat Latta ACT Advisors
Address: 37 Haywood St, Asheville, NC, 28801-2700
Telephone: +18283982802

Why pick this one

ACT Advisors coordinates investment and tax planning for senior executives, families with significant wealth, and credit union executives.

Senior executives with stock options, RSUs, deferred compensation, or bonuses
Families managing significant wealth, business sales, inheritances, retirement, or wealth transfers
Credit union executives with 457 plans or split-dollar arrangements
Tax-focused investors seeking direct indexing and tax-loss harvesting
Clients needing coordination between financial planning and a CPA

Complex compensation planning for stock options, RSUs, deferred compensation, and bonuses
Direct indexing and tax-loss harvesting
Tax-aware investment and financial planning
CPA coordination for Roth conversions, charitable giving, business sales, stock options, estates, and trusts
Credit union executive benefits including 457 plans and split-dollar arrangements

Fee-only fiduciary financial planning and investment management with no commissions, quotas, or sales goals
Direct indexing is offered without charging extra
Coordinates with clients' CPAs and frequently collaborates with the independent Johnson Jarvis & Warren CPA firm
Provides tax-loss harvesting, customized gain management, and portfolio customization through direct indexing
Maintains secure digital document storage and financial account access through ACT Wealth Access

Distilled from this business's own website.

Contact & Location