Third Act Wealth Management, LLC

Third Act Wealth Management specializes in comprehensive wealth management for high-net-worth professionals and business owners who view retirement as a new beginning rather than an ending. Founded on the philosophy of helping clients plan their "third act," they offer investment management, estate planning, tax mitigation, insurance planning, charitable giving strategies, and cash flow analysis. With $267M in assets under management and 100% client retention among high-net-worth clients since inception, they combine boutique personalized service with institutional-grade resources.