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Build · Share · Give

Wealth planning at every level.

A clear financial plan for you, your family, and the community you want to impact.

Schedule a discovery call See how the process works

Comprehensive planning · Investment management · Tax strategy

Who we serve

Find the path that sounds like you.

Choose the starting point that best reflects where you are today.

Career

Make growing income work harder.

Bring compensation, taxes, investments, and family priorities into one clear strategy.

Explore your path

Business

Plan for the company and the family behind it.

Connect business decisions, personal wealth, and the future you are building beyond the business.

Explore your path

Retirement

Turn accumulated wealth into lasting confidence.

Coordinate income, investments, taxes, healthcare, and giving around the life you want to lead.

Explore your path

Succession

Prepare for what comes after ownership.

Build a thoughtful path for transition, sale, family transfer, or the next chapter of your work.

Explore your path

A useful place to begin

Get the latest guide from 3rd Level Wealth.

A practical resource to help you organize the decisions in front of you and start the next conversation with greater clarity.

What we do

Financial planning and tax planning, working together.

These are the two primary disciplines at 3rd Level Wealth. Each informs the other, so every decision becomes part of one coordinated plan.

Primary service

Financial
Planning

Build a clear framework for the decisions shaping your life, family, business, and legacy.

  • Cash flow & income planning
  • Investment management & retirement
  • Risk management & estate coordination
  • Business succession & charitable giving
Explore financial planning

Primary service

Tax
Planning

Use proactive, year-round tax strategy to make better choices before opportunities and deadlines pass.

  • Proactive, year-round strategy
  • Bracket & contribution planning
  • Equity compensation & charitable giving
  • Coordination with your tax professional
Explore tax planning

How we think

Wealth that only accumulates stops short of its purpose.

1st Level

You

Build a secure foundation through thoughtful cash flow, investing, and tax planning.

2nd Level

Your family

Protect the people closest to you and prepare for the future you share.

3rd Level

Your community

Give with intention and turn accumulated wealth into meaningful impact.

The 3rd Level Process

Know what comes next.

A structured path from first conversation to a plan that keeps working as life changes.

  1. Discovery

    Two conversations to make sure we are the right fit.

  2. First year

    Complete three or four focused meetings.

  3. Ongoing

    Reviews aligned with your calendar and changing life.

Walk through the full process
Shawn M. Powell, founder of 3rd Level Wealth

Meet your advisor

Shawn M. Powell

Founder of 3rd Level Wealth, financial advisor, tax professional, and co-vocational pastor. Shawn built the firm around one belief: a good financial plan should care as much about how wealth is used as how it grows.

Read the story behind 3rd Level Wealth

Why “3rd Level”?

“Every plan has three levels: you, your family, and your community. The goal is not simply to accumulate more, but to build the freedom to live and give with intention.”
Read our mission

A simple first step

Ready to see where you stand?

Start with a short discovery call. No documents and no obligation.

Schedule a discovery call