Financial Advisors
Dallas, TX
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.
Ideal for: High-net-worth professionals, business owners, executives planning major life transitions, individuals with $1M+ in investable assets seeking tax-efficient and legacy planning
Service area: Dallas, Texas and surrounding North Texas area
Boutique + Institutional Resources: Offers personalized, relationship-driven advisory services with the resources and sophistication typically found at Fortune 500 firms, not a one-size-fits-all approach.
"Third Act" Specialization: Uniquely positioned to serve high achievers transitioning into post-work life, helping them plan for meaningful experiences and legacy rather than traditional retirement.
Comprehensive Service Suite: Delivers integrated wealth planning across investment management, estate planning, tax strategy, insurance, charitable giving, and cash flow analysis under one advisor relationship.
Address: South Building, 8150 N Central Expy Suite 1420, Dallas, TX 75206
Phone: (214) 764-2095
Website: thirdactwm.com
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