You and your spouse
A secure retirement, sound investment strategy, and a plan that lets you live well now.
Our mission
Wealth that only accumulates stops short of its purpose.
We build plans that take giving as seriously as growing, not instead of providing for your family, but alongside it.
Why “3rd Level”?
Earlier in his career, Shawn Powell spent years helping people get to and through retirement. The plans worked. Clients retired with more than they thought possible, and that work mattered.
But most plans assumed the same ending: the money would simply pass to the kids. Charitable giving, if it came up at all, was a line item rather than a plan.
That raised a better question: what would it look like to build wealth and build a plan for it that took giving as seriously as growing? Intentionally. With the same care given to a retirement account or tax return.
That question became 3rd Level Wealth.
The three levels
A sequence, not a slogan.
Your family
Education, inheritance, and the values you want to pass alongside the assets.
Your community
A giving strategy that reflects what you care about and creates impact around you.
How we put it into practice
Build · Share · Give
Build wisely, share intentionally, and give generously. It is the sequence we plan around in every meeting, for every client.
A simple first step
Build a plan that says your purpose out loud.
Start with a short discovery call. No documents and no obligation.
Schedule a discovery call