What We Do
Who We Serve: 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.
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Who We Serve
Our Ideal Client
- Mindset: Believes that the best is yet to come, with a focus on living life to the fullest.
- Values: Emphasizes continuous growth, lifelong learning, and staying active.
- Goals: Interested in pursuing new passions, hobbies, travel, philanthropy, or even starting a new business venture.
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Who We Serve
Embracing a Vibrant Third Act
You’ve spent your life excelling and achieving, and now you’re ready for the next chapter—one that’s filled with new adventures, passions, and pursuits. Traditional retirement might have worked for your parents, but you crave something more exciting, more fulfilling, and uniquely yours. Our mission is to help you craft a vibrant and engaging third act that reflects your ambitions and zest for life.
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Who We Serve
How We Partner with You
- Personalized Planning: We get to know you, your dreams, and your goals. Your financial plan will be as unique as you are.
- Holistic Approach: We consider every aspect of your life, from health and wellness to family and legacy.
- Dynamic Strategies: Life is unpredictable. We provide strategies that adapt as your circumstances and aspirations evolve.
- Ongoing Support: We’re here for the long haul, providing continuous guidance and support as you navigate your third act.
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Who We Serve
Why Choose Us?
- Best of both worlds: We combine the strength and resources of a Fortune 500 company with the personalized touch of a small boutique firm. This unique blend allows us to be nimble and anticipate future trends, positioning ourselves ahead of the curve with technology and investment solutions offered.
- You Matter: We limit the number of households per Wealth Manager so each one receives the time and attention they deserve. We believe in going a mile deep rather than a mile wide with our client relationships.
- Fiduciary Promise: We always act in your best interest, offering transparent, unbiased advice tailored to your needs.