Third Act Wealth Management | Make Your Next Chapter Count
We help high achievers step into what’s next with confidence.
They’ve built wealth, raised families, grown businesses.
Now they’re asking, What’s this all for?
They want freedom. Purpose. A plan that fits.
That’s where we come in.
At Third Act Wealth Management, we guide people through major life shifts. Retirement. Career pivots. Business exits. We simplify complexity and focus on what matters most.
We’re based in Dallas. Backed by LPL Financial. And we work with clients across the country.
We help with:
→ Tax strategy
→ Investment consulting
→ Charitable giving
→ Estate planning
→ Big picture decisions
→ Retirement Planning
We help you steward your wealth with intention, purpose, and peace of mind.
📍 Dallas, TX | Serving clients nationwide
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Third Act Wealth Management, LLC and LPL Financial are separate entities.
Your third act is already here. Let’s make it your best one.
📍 Dallas, TX | Serving clients nationwide
Company Details
- Employees
- 2
- Founded
- -
- Address
- 8150 N Central Expy,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.ThirdActWM.com
- Keywords
- Dallas.
- HQ
- Dallas, Texas
Third Act Wealth Management, Llc Questions
Third Act Wealth Management, Llc's website is http://www.ThirdActWM.com
Third Act Wealth Management, Llc's LinkedIn profile is https://www.linkedin.com/company/third-act-wealth-management-llc
Third Act Wealth Management, Llc has
2 employees.
View email and phone details for 2
employees at Third Act Wealth Management, Llc.
Third Act Wealth Management, Llc's industry is
Financial Services
Third Act Wealth Management, Llc's top competitors are
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Raymond James,
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Your Path Fi.
Third Act Wealth Management, Llc's categories are Financial Services
Third Act Wealth Management, Llc's founding year is 2023
