Nick Lalonde
Founder | Built a 7-figure firm from scratch | Follow for daily insights on mindset, money, and personal development
- Role
- Owner and Wealth Manager at Third Act Wealth Management, LLC
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Nick Lalonde
Hi, I’m Nick Most people think wealth disappears because of bad investments.In reality,…
Experience
Owner and Wealth Manager
Third Act Wealth Management, LLC
Mar 2023 — Present
After 11+ years working with high-net-worth clients, I keep seeing the same gap: Successful people with $2MM+ in assets getting treated like every other retiree.So I sought out CEG Consulting and leveraged their research of high achievers to understand what wealthy clients actually expect from their wealth managers. The findings were eye-opening: less than 7% of wealth managers are committed to providing the level of service our clients seek.That\'s why I started Third Act Wealth Management — to be part of that 7%.We work with pre-retirees and retirees ages 55-75 who\'ve built serious wealth but need planning that goes beyond basic portfolio management. Think complex tax optimization, sophisticated estate strategies, and wealth protection that most advisors never discuss.If you\'ve outgrown your current advisor but aren\'t sure about the \"big firm\" experience, we built a 5-step financial planning process specifically for your situation.Send me a message to set up a free exploratory consultation.
Education
University of Kentucky
Bachelor’s Degree
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.