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On top of my weekly newsletter, subscribers get exclusive access to my Ultimate Third Act Planning Guide — 30 sophisticated retirement planning concepts for those 55+ who want to make their Third Act their best one yet.

Third Act Strategy

Learn how successful entrepreneurs and executives are redefining what comes after their peak earning years.

Wealth Optimization

Discover sophisticated planning concepts used by dozens of my top clients.

Time & Legacy Focus

Explore how to align your wealth with what truly matters in your most important decades.

High-Achiever Mindset

Get insights tailored specifically for business owners and professionals with significant assets.

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  • Worked with 3,800+ high achievers over the past 11+ years

  • Top 1% in growth among advisors at prior firm from 2018-2022

  • Investment News Rising Star 2024

  • Investment News 5 Star Independent Advisor 2025

  • Five Star Wealth Manager Award 2024 and 2025

  • Forbes 2025 Best-In-State Next-Gen Wealth Advisors

  • 7-figure advisory practice built working with high-net-worth pre-retirees

Nick Lalonde, CFP®
Founder and Wealth Manager

More About Nick

Nick Lalonde walked away from a top 10% role at a major financial firm with a baby on the way and zero clients lined up. He founded Third Act Wealth Management to bring a higher level of planning to successful families entering their next chapter.

Within two years, the firm grew into a 7-figure practice serving high-net-worth individuals 55 and older. Third Act specializes in advanced tax strategy, retirement income optimization, and multi-generational wealth protection.

With more than 11 years of experience, Nick now shares the same strategies he uses with clients in this newsletter—helping readers align their wealth, legacy, and next chapter with clarity and confidence.

Learn More

Disclosure: The information in this newsletter is provided for educational purposes only and does not constitute financial, investment, legal, or tax advice. Consult your professional advisors before making decisions that may affect your financial situation. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Third Act Wealth Management, LLC and LPL Financial are separate entities.