Retire the Word "Retire"
Third Act Wealth Management partners with high achievers at the top of their trade who don’t want the recliner-and-casserole type of retirement. They know there’s more to do, more things to see, and more life to live.
Boutique Experience with Fortune 500 Muscle
100%
Client Retention
Disclosure: The number above is based on personal wealth clients with $1,000,000+ from March 3rd, 2023 (inception of firm) – August 15th, 2024
$233m
Assets under management
Brokerage and advisory client assets serviced or custodied through LPL financial as of August 15th, 2024
Founder's Video
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Who We Are
We’re Your Dream-The-Future Team.
We work with our clients to identify their next adventure—then plan for it—so they can squeeze the most juice out of post-work life.
What We Do
We Work With High Achievers
At Third Act Wealth Management, we specialize in partnering with high achievers who are ready to make their third act the best one yet. Our clients are dynamic individuals who see retirement not as an end, but as a thrilling new beginning.
Our Services
Select the buttons below to learn more about each service category.