At Third Act Wealth Management, we pride ourselves on offering comprehensive wealth management services inspired by the insights gained from CEG Consulting's extensive research. CEG Consulting interviewed 10,000 families to understand what they truly want from their wealth manager. Their findings revealed that less than 7% of wealth managers are committed to providing the level of service that clients seek. Our process stands out because we are among those few. We dive deep into understanding our clients' needs, goals, and aspirations, ensuring a proactive and holistic approach to their financial planning. This dedication positions us as the go-to professional relationship for our clients, offering a level of care and service that goes beyond traditional wealth management.