Third Act Wealth Management is a boutique wealth management firm serving pre-retirees, retirees, and business owners in the Dallas–Fort Worth area. Founded by Nick Lalonde, a CERTIFIED FINANCIAL PLANNER™ professional and CEPA®, the firm has served local families since 2014 and is affiliated with LPL Financial. Third Act helps clients prepare for retirement and make the most of the years that follow through personalized planning that connects their financial needs into one coordinated picture.

Its services include retirement and retirement income planning, investment management, business owner planning, charitable giving, estate planning, wealth protection, tax planning, family wealth coordination, and equity compensation planning. Each advisor works with no more than 100 families, aiming to provide attentive, in-depth guidance supported by a broader team. The firm’s planning process reviews clients’ goals and financial information, including investments, tax returns, estate documents, and insurance coverage. Prospective clients can begin with a free, no-obligation Second Opinion, which involves roughly 10 to 20 hours of planning work on their actual numbers.