Wealth Management for Self-Made Families in Dallas–Fort Worth
Third Act helps families prepare for retirement and live well in it. Each advisor serves no more than 100 families, every plan is made to measure, and each relationship starts with 10 to 20 hours of real planning work, free.
Worth families since 2014
FINANCIAL PLANNER™ professional
500 company; Member FINRA/SIPC
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.
You probably have an advisor, a CPA, an attorney, maybe an insurance agent, and each is good at their piece. But your money doesn't live in pieces, and for most families nobody is looking at the whole picture at once. That empty seat in the middle is where the expensive gaps hide. It's the seat Third Act was built to fill.
How We Help
Retirement Planning
Retirement Income Planning
Business Owner Planning
Charitable Giving Planning
Wealth Protection Planning
Investment Management
Estate Planning
Tax Planning
Family Wealth Coordination
Equity Compensation Planning
Three Acts Explained
What Makes Us Different
Each Advisor Is Capped at 100 Families
Photo: Nick Lalonde, founder and financial advisor at Third Act Wealth Management
The Depth of Planning Usually Reserved for Far Larger Fortunes
Up to 20 Hours of Real Planning Work, Upfront
We believe life moves in three acts. The first is about learning. The second is about earning. The third, with the right planning, has the opportunity to be the sweetest of all, with more time, more freedom, and more clarity than any chapter before it.
What Our Clients Say
I have been working with Nick for five years now and have been very pleased with his service. Nick is knowledgeable and attentive and truly wants the best for all of his clients. I highly recommend Nick and Third Act
Nick and Third Act are awesome to work with. They patiently explain the process and the details well before we committed to partnering with them. By the time we committed it was very obvious to choose Third act. Nick and his team are extremely responsive to all of our questions. I would overwhelmingly recommend Third Act to anyone.
Nick has been a trusted source of financial advice and support for us for years. He takes the time to really understand your goals and risk personality. His knowledge, diligence, and patience in answering questions, make him an adviser I recommend
These statements are a testimonial by a client of the financial professional as of the 9/9/26. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Your money is one connected picture.
Let's find out whether it's being planned that way. A Second Opinion is roughly 10 to 20 hours of real planning work on your actual numbers, free, and the clarity is yours to keep whether you become a client or not.
