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

Third Act Wealth Management, LLC

Org chart

Teams

Offices

Third Act Wealth Management, LLC

Org chart

Teams

Offices

Related companies