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A financial plan that changes the world around you.

3rd Level Wealth helps you design a financial plan for you, your family and your community. We offer comprehensive financial planning services that include investment management, tax and estate planning.

WELCOME TO 3rd level wealth

Is your current financial plan serving a purpose?


Or is there confusion with your plan and perhaps a lack of clarity?

If so, we can relate.

That's why we created the simple, yet effective three level process for financial planning.

You.

Your Family.

Your Community.

We design financial plans that change the world around you.

That's the 3rd Level Wealth difference.

our belief

The Three Levels of Wealth

Wealth isn't simply having a lot of money.

Wealth is what money allows you to do, and what impact it allows you to make.

1st Level

YOU

Everyone starts at the 1st Level of Wealth. Defining your 'enough' and managing your wealth in a way that aligns with your desired lifestyle allows us to begin making impactful planning decisions.

2nd Level

YOUR FAMILY

After completing the 1st Level, we focus on building a plan that prioritizes taking care of and providing for the next generation.

3rd Level

YOUR COMMUNITY

The 3rd Level of Wealth is also known as Legacy and Impact. Your wealth can be used in a way that makes the world a better place, there just has to be a plan in place to make it happen.

And that's what 3rd Level Wealth is here for.

Which level are you on?


Set your intentions. Build a plan. Leave a legacy.

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.

3rd level strategies

You. Your Family. Your Community.

Donor Advised Funds (DAF)

January 2, 2022
Shawn Powell

Qualified Charitable Distributions

January 2, 2022
Shawn Powell

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