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.