Third Act Wealth Management, LLC - Dallas (TX)

5 /5 David Malone: I cannot say enough good things about Nick Lalonde (Third Act Wealth Management). We began visiting with him several years before I retired to help us put a solid retirement plan in place. I must say, I was nervous talking about my money with someone else. However, Nick quickly made us feel at ease by his expertise in his field and he clearly has our best interest at heart. He fully understands that we have retirement dreams. His plan for us included how we could still obtain those dreams while making our money work for us. Nick and his staff make themselves readily available to us whenever we have questions. I can highly recommend Nick Lalonde and his team with Third Act Wealth Management to help in your retirement dreams.

5 /5 Adam Quinn: I am extremely pleased with my financial advisors services. Nick’s professionalism and deep insights into the market have consistently yielded exceptional returns on my investments. Their strategic guidance and commitment to my financial success have been truly outstanding. I wholeheartedly recommend them to anyone seeking top-tier financial advice and impressive growth in their portfolio. Nick could not be a more impressive professional. Me and my family trust him completely with managing our future financial goals and know you will do the same should you engage him and his team.

5 /5 William Wallace: I have been working with Nick for quite a while now, and followed him to LPL from his previous group. I am pleased to say that the team at Third Act has been performing very well and have not disappointed! During these tumultuous and volatile times, Nick has been a voice of reason, sounding board and trusted advisor, often talking me off of the ledge when I get rattled by events or helping guide me through some of lifes financial hiccups. Nick explains our strategy, and puts the plan in terms I can understand , making sure I am comfortable with the path we are navigating with my portfolio. I highly recommend Nick and the team at Third Act for anyone looking for great, sound financial planning and investment guidance. Keep doing what you are doing, and thank you Third Act! William Wallace July 10, 2024

5 /5 Rex McSwain: My wife Janeen and I are are extremely pleased that Nick Lalonde and his team at Third Act Wealth Management are taking care of our retirement funds. But, Nick doesn’t just handle our investments for us, he goes much further than that. Nick genuinely cares about our needs and wants, and he spends a great deal of time in understanding us, our situation, our goals and aspirations. Nick and his team are very responsive and never to busy to talk, and to help us with anything that comes up. Whenever our friends try to tell us about their wealth management setup, we shut them down quickly. We cannot imagine a better team than Nick and Third Act Wealth Management. We simply can’t recommend them highly enough. Thank you Nick, Jaylene and the whole team for your professionalism and friendship.

5 /5 Mike Trabun: Nick and his team are knowledgable, conscientious, and caring. Ive experienced a number of wealth management companies in my lifetime, and Third Act distinguishes themselves with their combination of knowledge, integrity and the work ethic they live out for the benefit of their customers. No better people you can entrust to guide you on managing your wealth and planning for your future. Nick has been a true gift to my family and I.