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Third Act Wealth Management, LLC
Empowering Your Financial Future with Personalized Expertise
5
Business
$$$
Empowering Your Financial Future with Personalized Expertise
Third Act Wealth Management, LLC, based in Dallas, TX, offers exceptional financial consulting and wealth management services tailored to meet each client's unique needs. Led by Nick Lalonde, the team is dedicated to building strong relationships with clients, ensuring a comprehensive understanding of their retirement goals and financial aspirations. With a perfect 5-star rating from delighted clients, Third Act Wealth Management stands out for its professionalism, responsiveness, and commitment to helping clients achieve their financial dreams. From personalized retirement planning to strategic investment management, this team prioritizes client success at every step.
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Customized strategies to secure your financial future and achieve retirement goals with detailed analysis and ongoing support.
Comprehensive investment management and portfolio optimization tailored to your risk tolerance and long-term objectives.
Expert guidance on market insights, tax planning, and estate strategies to maximize growth and protect assets.
Active management of diversified portfolios aimed at delivering consistent returns and adapting to market changes.
Personalized, responsive support with regular reviews and open communication to address all financial needs and questions.
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Overall rating
Chris Phillips
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.
Rex McSwain
My wife Janeen and I are 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.
Adam Quinn
I am extremely pleased with my financial advisor's services. Nick’s professionalism and deep insights into the market have consistently yielded exceptional returns on my investments. Their strategic guidance and commitment to my financial success have been truly outstanding. I wholeheartedly recommend them to anyone seeking top-tier financial advice and impressive growth in their portfolio. Nick could not be a more impressive professional. Me and my family trust him completely with managing our future financial goals and know you will do the same should you engage him and his team.
Daniel Willson
⭐️⭐️⭐️⭐️⭐️ I have had an exceptional experience working with Nick LaLond 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 LaLond and Third Act Wealth Management.
David Malone
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.
