Who We Are
What Makes Us Different
We know clients often find it hard to differentiate one financial firm from the next. It can feel like we all walk, talk, and dress the same. Next time you're at a family function or cocktail party, we want you to be able to clearly articulate why you work with Third Act Wealth Management.
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What Makes Us Different
Quality Over Quantity
At Third Act Wealth Management, we believe in quality, not quantity. Many firms overload their advisors with clients, compromising the depth of planning and personalized attention. We do things differently. By limiting the number of clients per advisor, we ensure that each client receives the time, focus, and customized strategies they deserve. This approach allows us to dive deep into your financial goals and create a comprehensive plan tailored specifically for you. Please note that we have a minimum of $1 million for new clients.
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What Makes Us Different
We Start With Why
At Third Act Wealth Management, we follow Simon Sinek's "Start With Why" philosophy. Understanding your "why"—the deeper purpose behind your financial goals—is key to creating a personalized strategy. Instead of starting with financial products or investment strategies, we begin by uncovering your core values and aspirations. This clarity ensures our recommendations align with your vision for your third act of life. By starting with why, we craft financial plans that empower you to achieve a meaningful and fulfilling life.
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What Makes Us Different
We Do More
We understand that it can be hard to differentiate one wealth management firm from the next. That's why we partnered with CEG Consulting and leveraged their research, which involved interviewing 10,000 high achievers to understand their expectations from wealth managers. This research revealed that less than 7% of wealth managers are committed to providing the level of service our clients seek. We are one of them. From this research, we created a process that goes deeper, is proactive, and positions us as our clients' go-to professional relationship.
