Third Act Wealth Management
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
8150 N Central Expy Ste 1420, Dallas, Te...Website
www.thirdactwm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Third Act Wealth Management
Third Act Wealth Management specializes in partnering with high achievers who view retirement as an exciting new beginning rather than an end. They offer a range of services including investment management, estate planning, and tax mitigation, tailored to the needs of high net worth individuals. The firm emphasizes a boutique experience combined with the resources of a Fortune 500 company, ensuring a high level of client retention. Their mission is to help clients redefine retirement and plan for their next adventures.Explore more
Popular SearchesThird Act Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more
Third Act Wealth Management Org Chart
JR
Client Service Manager
JB
Manager, Wealth
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Third Act Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Third Act Wealth Management specializes in partnering with high achievers who view retirement as an exciting new beginning rather than an end. They offer a range of services including investment management, estate planning, and tax mitigation, tailored to the needs of high net worth individuals. The firm emphasizes a boutique experience combined wi... Read More
