Resources

“Knowledge is not power. The implementation of knowledge is power.”
— Larry Winget

Videos

How to Make Retirement the Best Act of Your Life

The 3 Acts of Life

The Question That Will Redefine Your Retirement Plans

The Key Question to Ensure Happiness in Retirement

The Challenge of Retirement No One Talks About

How to Know When It’s Time to Retire

The Overlooked Retirement Question That Can Transform Your Relationship

The Secret to a Fulfilling Retirement

The Crucial Question You Need to Answer Before Retiring

Articles

A Wealth Planning Process for Pursuing Success On Purpose

Nick Lalonde, CFP®, CEPA®

Founder and Wealth Manager

We believe one of the best things you can do when managing wealth is to be extremely clear on what you’re looking to accomplish and what hurdles stand—or could...

Selling a Business? Avoid These Four Big Mistakes

Nick Lalonde, CFP®, CEPA®

Founder and Wealth Manager

Here are four types of mistakes research tells us can derail a sale — along with advice on how to avoid them.

The Importance of Stress Testing Your Wealth Strategies

Nick Lalonde, CFP®, CEPA®

Founder and Wealth Manager

When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to grow and protect their significant wealth

Money and Happiness: Are You Focused on What Really Matters?

Nick Lalonde, CFP®, CEPA®

Founder and Wealth Manager

You’ve worked hard for your wealth—so shouldn’t you be able to use it to have a happier, more fulfilling life? We sure think so...

Why Are Fifty Percent of Business Owners Unhappy After They Sell Their Company?

Nick Lalonde, CFP®, CEPA®

Founder and Wealth Manager

Do you think about selling your business someday? If you’re like most entrepreneurs, the answer is a resounding “yes!” But do you know what you need to do to walk away

Do You Know Your High-Net-Worth Personality?

Nick Lalonde, CFP®, CEPA®

Founder and Wealth Manager

To get advice that works, it’s incumbent on you to understand your own high-net-worth (HNW) personality so you can select and work with advisors who are an ideal

2024 InvestmentNews Rising Star

Nick Lalonde, CFP®, CEPA®

Founder and Wealth Manager

Third Act Wealth Management is proud to announce that Nick Lalonde, CFP®, Owner and Wealth Manager, has been named a 2024 InvestmentNews Rising Star.

Let's start with the first conversation.

The first three meetings cost you nothing, and you decide at every step whether to keep going.

Get a Second Opinion

Prefer to call?

+1 (214) 764-2095

Older man in green jacket kissing older woman in black jacket on the cheek by the sea.