Chris Phillips

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.

Adam Quinn

I am extremely pleased with my financial advisor's 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.

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.