Nick Lalonde, CFP®, CEPA®

Co-Founder

Dallas, Texas, United States14 yrs 6 mos experience

Highly Stable

Key Highlights

Founder of a personalized wealth management firm
Expert in tax strategy and estate planning
Extensive experience with high-net-worth clients

Stackforce AI infers this person is a Wealth Management Specialist focused on high-net-worth financial strategies.

Contact

Skills

Core Skills

Wealth ManagementFinancial PlanningSales Management

Other Skills

tax strategyestate planningwealth preservationfinancial responsibilityclient consultationfinancial strategy developmentsalescustomer engagementprospecting

About

Hi, I’m Nick 👋 Most people think wealth disappears because of bad investments. In reality, it often disappears because the next generation wasn’t prepared to manage it. That’s why my work focuses on more than portfolios. I help successful families think through the decisions that shape wealth over time — from tax strategy and estate planning to preparing the next generation for responsibility. Before starting Third Act Wealth Management, I worked at a large national firm serving high-net-worth clients. Over time, I saw a pattern. Many successful families were receiving generic strategies for very personal financial situations. So I left to build something more thoughtful. Today, Third Act Wealth Management serves entrepreneurs, retirees, and families who want a more coordinated approach to their wealth. Our work often centers on: • tax strategy and wealth preservation • estate and legacy planning • preparing the next generation for financial responsibility • long-term decision making around wealth Because building wealth is only part of the story. Sustaining it across generations requires planning, communication, and clarity. If you’ve spent decades building wealth and want a more intentional strategy for what comes next, feel free to reach out. — Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. • For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Experience

Third act wealth management, llc

Owner and Wealth Manager

Mar 2023 – Present · 3 yrs

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 10,000 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.

tax strategyestate planningwealth preservationfinancial responsibilitywealth managementfinancial planning

Edward jones

Financial Advisor

Sep 2016 – Mar 2023 · 6 yrs 6 mos · 4849 Greenville Avenue Dallas, TX 75206

Raymond james financial inc. / southwestern investment group

Financial Planner

Jun 2014 – Sep 2016 · 2 yrs 3 mos · Frisco, TX

Southwestern advantage

Sales Manager

Jan 2011 – Sep 2013 · 2 yrs 8 mos · North Carolina, Missouri, Washington, Iowa

For three summers, I ran my own business selling Southwestern Advantage's educational products door-to-door. I prospected and approached nearly 10,000 families from different socioeconomic backgrounds, handling everything from sales and accounting to ordering, scheduling, and delivery.
In door-to-door sales, you face a lot of rejection. But you also learn a lot. And mostly, it teaches you how to truly listen to understand what people actually need.
Learning to connect with people from all walks of life and understanding their real concerns turned out to be exactly what I needed when I started working with families who'd built significant wealth but weren't sure their current advisor really understood their situation.