Services

Relationship Management

At Third Act Wealth Management, we believe a well-crafted financial plan should fit together like a puzzle. High achievers often have professional advisors working independently, leading to disjointed strategies. We prioritize communication with your advisors to create a cohesive and integrated financial plan.

Professional Network Coordination

Collaborate with your existing professional network, including attorneys, accountants, and other professional advisors, to develop a cohesive financial strategy.

Recommendations

Provide access to a vetted network of professionals in various fields.

Integrated Strategy

Align your financial plan, facilitating communication between your advisors for a comprehensive approach.

Additional Services

Swipe, drag, or click through our additional services below.

Services
Relationship Management
Services
High Net Worth Services
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Insurance
Services
Cash Flow Analysis
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Charitable Giving
Services
Estate Planning and Trusts
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Tax Mitigation
Services
Investment Management
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Third Act (Retirement) Planning
Services
Comprehensive Wealth Management