Third Avenue Wealth is a Nebraska-based wealth management firm that helps individuals and families align financial decisions with their values, goals, and changing circumstances. Its approach emphasizes personal relationships, family-focused guidance, and collaboration with clients’ accountants, attorneys, and estate planners. The firm offers personalized wealth planning, including multigenerational strategies, legacy preservation, philanthropic giving, and planning for financial independence. Its investment and advisory services include diversified portfolios focused on growth and preservation, tax-efficient strategies, and ongoing reviews to respond to market conditions and life changes.

Third Avenue Wealth also provides digital tools designed to make financial information easier to manage, including secure client portals, document sharing, digital financial vaults, and account aggregation. The firm describes its service model as combining technology with personal guidance and draws on more than 30 years of combined industry experience. CEO and founder Corby Mastalir holds the Certified Financial Planner designation and has more than 20 years of wealth management experience.