What Our Clients Say
Families across Dallas–Fort Worth trust Third Act with the years they worked hardest for. Here's what a few of them told us.
These statements are a testimonial by a client of the financial professional as of the 9/9/26. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
We met Nick when he "inherited" our relationship several years ago from a prior Investment Rep. He has consistently provided excellent guidance, beyond anything we imagined. We have also confidently referred many friends and family to him over the years as well. Nick and his team provide top-notch white glove service and clearly care about their clients' success. The 'joke-not-a-joke' in our family is if I "go" first, my wife's first call will be to Nick because he'll know what to do!
Nick, Jaylene and the rest of the Staff at the Third Act definitely display a different experience when it comes to help you plan your financial future. Nick is very comprehensive in his "Fact Gathering", as it relates to your needs and desires. My wife, Carol, feels very comfortable with the plan Nick has implemented.
Nick is a seasoned and caring professional who is always looking out for the best interests of his clients. From the simple to the complex, Nick knows his stuff and can help in both reaching and then maintaining your financial goals.
Both my husband and I have been extremely pleased from our first conversation with Nick. He discussed our options and made sure we were comfortable with our decision. They assisted and made the transfer an easy process.
For anyone seeking a financial advisor, the folks at Third Act Wealth Managements communicate clearly, respond quickly, and bring a steady, organized presence to everything they do. I highly recommend the folks at Third Act. I experience an easy, low-stress partnership, and a sense of calm oversight and I always thank them for being my "adult supervision" that makes everything feel manageable. Working with the folks at Third Act is awesome, reassuring, efficient, and reliably professional from start to finish.
My wife Janeen and I are extremely pleased that Nick Lalonde and his team at Third Act Wealth Management are taking care of our retirement funds. But, Nick doesn't just handle our investments for us, he goes much further than that. Nick genuinely cares about our needs and wants, and he spends a great deal of time in understanding us, our situation, our goals and aspirations. Nick and his team are very responsive and never to busy to talk, and to help us with anything that comes up. Whenever our friends try to tell us about their wealth management setup, we shut them down quickly. We cannot imagine a better team than Nick and Third Act Wealth Management. We simply can't recommend them highly enough. Thank you Nick, Jaylene and the whole team for your professionalism and friendship.
Nick is a knowledgeable advisor that's willing to help you out with anything you might need in your preparation for retirement or anything that will help you in your wealth building journey. I highly recommend Nick and Jaylene at Third Act if you're looking for a great advisory team
I can't imagine anyone being a better financial planner than Nick LaLonde of Third Act. His knowledge level on every financial topic that we've discussed is expansive, and he summarizes it effectively and explains what it means to me and my wife. His financial planning acumen is matched by his genuine care for the financial and overall health of our family. Our business relationship with Nick is about 7 years old. We had no idea how much overall peace we would feel from working with him - about our current financial situation and future retirement plans.
I have had an exceptional experience working with Nick Lalonde and the team at Third Act Wealth Management. Nick's communication is consistently clear and he takes the time to truly understand my financial goals and concerns. The guidance I've received, and advanced planning, has been incredibly useful and tailored to my specific needs. Additionally, his team is reliable and their follow-through is excellent. I highly recommend Nick Lalonde and Third Act Wealth Management
Nick and his team are knowledgeable, conscientious, and caring. I've experienced a number of wealth management companies in my lifetime, and Third Act distinguishes themselves with their combination of knowledge, integrity and the work ethic they live out for the benefit of their customers. No better people you can entrust to guide you on managing your wealth and planning for your future. Nick has been a true gift to my family and I
Nick and his team are phenomenal, and they are an asset to our family. They are forward thinking, trustworthy, professional, dedicated, and just great human beings. Imagine the odds of finding someone great with money and numbers, being able to have a sense of what to do in uncertain times, and just a genuinely kind and compassionate person. He's managing our future, and our kids' future, and we have no hesitancy in any of it. He has set us up for success and we are so grateful to have him.
Nick has been a trusted source of financial advice and support for us for years. He takes the time to really understand your goals and risk personality. His knowledge, diligence, and patience in answering questions, make him an adviser I recommend
Nick and his team have been great to work with. One of the best decisions I have ever made regarding my money and future!
The TAWM leadership and team are focused on the preparation and funding of "late stage" financial planning (whatever you want that to be). Lots of discovery at the beginning and efficient execution of resulting plans afterward. Nick and his team communicate well and have great tools for managing your money to meet your goals. Highly recommend TAWM for people just starting to think about retirement and what it could be.
I have been working with Nick for five years now and have been very pleased with his service. Nick is knowledgeable and attentive and truly wants the best for all of his clients. I highly recommend Nick and Third Act
Nick and Third Act are awesome to work with. They patiently explain the process and the details well before we committed to partnering with them. By the time we committed it was very obvious to choose Third act. Nick and his team are extremely responsive to all of our questions. I would overwhelmingly recommend Third Act to anyone.
I cannot say enough good things about Nick Lalonde (Third Act Wealth Management). We began visiting with him several years before I retired to help us put a solid retirement plan in place. I must say, I was nervous talking about my money with someone else. However, Nick quickly made us feel at ease by his expertise in his field and he clearly has our best interest at heart. He fully understands that we have retirement dreams. His plan for us included how we could still obtain those dreams while making our money work for us. Nick and his staff make themselves readily available to us whenever we have questions. I can highly recommend Nick Lalonde and his team with Third Act Wealth Management to help in your retirement dreams.