A financial plan designed for a purpose.

OUR SERVICES

Financial planning that prioritizes your life, not just your money.

Financial & Tax Planning

You're only as strong as your foundation. Financial planning is designed to build your financial foundation and address areas from cash flow to debt management to tax planning to preparing for a major purchase.

Planned Giving

A comprehensive giving plan must take into account all aspects of your personal and financial life. We help you with the tax planning to ideally reduce income taxes and eliminate estate taxes.

Life Planning

Financial planning is more than just the numbers. 3rd Level Wealth exists to help manage your money in a way that prioritizes your life and your values, not just investment returns.

Estate Planning

Estate planning is an essential part of financial planning because you can do a great job of managing money throughout your life, but your assets also need a plan in place for after you're gone.

Investment Management

We work with you to understand your goals, your values, and your risk tolerance and build our investment strategy to align with them

Risk Management

We work with you to ensure you're covered with appropriate insurance(s) & an estate plan and will provide recommendations to providers and attorneys when necessary.