Third Act Wealth Management, LLC

Nick Lalonde and his team are consummate professionals who have done an amazing job helping me manage my financial investments for years.

I can't imagine anyone being a better financial planner than Nick LaLonde of Third Act. His knowledge level on every financial topic that we've discussed is expansive, and he summarizes it effectively and explains what it means to me and my wife. His financial planning acumen is matched by his genuine care for the financial and overall health of our family. Our business relationship with Nick is about 7 years old. We had no idea how much overall peace we would feel from working with him - about our current financial situation and future retirement plans.

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 life's 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

Our family have had the privileged of working with Nick and his team for years. We have always appreciated their proactive approach, efficiency and customized planning that is tailored for us- and that has taken us through big life events over the last few years. There is a high level of sophistication and professionalism within the team - yet they always make the experience of working with them personable and enjoyable.

Both my husband and I have been extremely pleased from our first conversation with Nick. He discussed our options and made sure we were comfortable with our decision. They assisted and made the transfer an easy process.

I have been an investor with Third Act For only a year but I have been impressed with their proactive approach to my investments. I feel I am being represented well and my investments are in good hands.

Nick and his team are knowledgable, conscientious, and caring. I've 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.

Nick and his team are phenomenal, and they are an asset to our family. They are forward thinking, trustworthy, professional, dedicated, and just great human beings. Imagine the odds of finding someone great with money and numbers, being able to have a sense of what to do in uncertain times, and just a genuinely kind and compassionate person. He's managing our future, and our kids' future, and we have no hesitancy in any of it. He has set us up for success and we are so grateful to have him.

Nick has been a trusted source of financial advice and support for us for years. He takes the time to really understand your goals and risk personality. His knowledge, diligence, and patience in answering questions, along with his continued results, make him an adviser I recommend.

Nick Lalonde and his entire team (especially Jaylene) at Third Act Wealth Management are worth their weight in gold! We met Nick when he "inherited" our relationship several years ago from a prior Investment Rep. He has consistently provided excellent guidance, beyond anything we imagined. We have also confidently referred many friends and family to him over the years as well. Nick and his team provide top-notch white glove service, and clearly care about their clients' success. The 'joke-not-a-joke' in our family is if I "go" first, my wife's first call will be to Nick because he'll know what to do!