Who We Are
Our Story
Third Act Wealth Management was created with a singular focus: to empower high achievers to make the most of their third act in life. We understand that traditional retirement can seem stale, so we developed a proactive, personalized approach that aligns with our clients' dynamic goals and aspirations. Our mission is to provide exceptional financial guidance, ensuring our clients' best days are ahead of them.
Our Story
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Leap of Faith
Third Act Wealth Management’s firm history began in 2014 when Nick took the leap of faith to move from Kentucky to Texas to work for one of the largest Raymond James offices in the country. It was a match made in heaven. Nick fell in love with the industry and became one of the youngest CFP’s in the country in 2016.
Edward Jones
In September of 2016, Nick was recruited by Edward Jones to start his own office. His approach to building his business was inspired by Zig Ziglar: "You can have everything in life you want if you will just help enough other people get what they want." His complete focus has always been on his clients and helping them achieve their goals. As a byproduct, Nick finished in the top 1% for growth from 2018-2022 with the firm.
Third Act Wealth Management
The best time to start a new business is right after you get married and find out your wife is pregnant, right? Just like having a child, there's never a perfect time to do it! Nick envisioned creating a wealth management company that would be the first choice for high achievers transitioning to their third act of life. To achieve this, they needed access to best-in-class technology, investment solutions, and processes. In March of 2023, Third Act Wealth Management was born, bringing Nick's vision to life and setting a new standard for excellence in wealth management.
Present
At Third Act Wealth Management, our hero is our client. Just as Matthew McConaughey spoke about his hero being himself in ten years, we view our clients as our heroes, constantly striving towards their future selves and the goals they aim to achieve. Our mission is to support and guide them as they pursue their dreams, ensuring that their financial plans are aligned with their evolving aspirations. We see our clients not just as they are today, but as the empowered, successful individuals they will become in their third act of life. By focusing on their growth, resilience, and ambition, we honor our clients as the true heroes of their own stories, helping them create a legacy that reflects their journey and achievements.