• Skip to main content
  • Skip to footer

Third Tier Wealth Management

  • About Us
  • What We Offer
  • Our Process
  • FAQ
  • Blog
  • For Clients
    • Client Portal
    • Secure Vault
  • Contact Us
Our Process

Feel Confident with a
Tailored Financial Journey

A good process, produces good results
— Nick Saban
Vignette Img

Receive A More Personalized Plan with a
Simplified Approach

1Selecting a financial services professional
2Fact and feeling finding
3Strategy
4Solutions and execution
5Ongoing relationship

Step 1 - Selecting a financial services professional

Everyone starts here: You have a need and are trying to find a competent professional that you can trust. Choosing the right professional to help is one of the most important decisions you’ll make when it comes to your retirement. We believe everyone should expect more from their financial professionals and we take our fiduciary responsibility to you seriously. We bring a team with experience and knowledge to put together a plan that will always put your interests first.

Step 2 - Fact and feeling finding

This step is all about you. We get to know your goals and objectives and learn about your current situation. Then we begin the process of establishing your initial risk and strategy assessments, which are the foundations we’ll continue to build on. Based on your answers to key questions, we gain valuable insights on your current financial situation and how we may begin to help you organize your financial life.

Step 3 - Strategy

Once you have provided all the key information we need, we develop a retirement plan based on the insights your answers provided. Included as part of the process will be an exploration of your asset allocation and risk, income planning, asset maximization, legacy planning, and tax strategies. You’ll also receive an easy-to-follow plan to better assist you in moving closer to your goals.

Step 4 - Solutions and execution

This is where we’ll review specific parts of your plan, and the role they’ll play in helping you to move closer to your goals. If new accounts or financial products are needed to meet the needs of your plan, we’ll present them to you here. All along the way, we will document the process, which is guided by your feedback and documented for easy reference later if needed. With technology that’s integrated into our systems, we can quickly and easily complete an electronic application or capture your e-signature to complete the process. All documents will be safe and secure and available to you in our Generational Vault©.

Step 5 - Ongoing relationship

Our work doesn’t stop just because the retirement planning has been completed and put into action. We will continue to refine your plan and continuously work toward your long-term retirement goals and objectives, adjusting and rebalancing as needed.

Vignette Img

Why Choose Third Tier
Wealth Management?

You deserve best-in-class service and to be
treated like a family member (that you like),
not just a client

 

Why Choose Third Tier Wealth

While some may get a sense of comfort working with a major financial firm with brand recognition, you value your time and place importance on good old fashioned relationships. You prefer a direct line to your advisor over long hold times and a different customer service representative every time you call. You want to be known by your name, not looked up by your customer ID number. Most importantly, you want your advisor to know your financial goals and have a plan to help you reach them.

We agree with you. Which is why everything we do, from our investment selections and our planning approach to the best-in-class technology, is designed to get you closer to your goals and what you want to achieve… all while providing exceptional value. We only ask that you let us celebrate those milestones with you.

We invite you to experience the difference for yourself.

Let us help you invest in your future

Schedule a complimentary consultation call to see if we are the right fit for you.

Let’s Start The Conversation Get My Score

Here’s How We
Can Help

A successful retirement is made up of a lot more than just investing. When we plan, it’s for you, a new generation facing new challenges your parents never had to face. We recognize that it’s not always the obvious things that can have a big impact on your overall success. Tax reduction strategies, maximizing income streams, determining risk exposure, portfolio rebalancing, and even looking at parts of your financial life we don’t directly handle — like your property and casualty policies, or last year’s 1040’s — can reveal opportunities for you to keep more money in your pockets.

Learn More

Learn More
About Us

Michael’s strong sense of family and community is why he has actively volunteered for important, meaningful causes. He’s both a dog and cat person and has been a part of the Memorial Sloan Kettering’s Caring Canine program as well as Pet Partners animal therapy program. He believes a strong work ethic with a carefully balanced personal and family life are the reasons why he continues to enjoy helping individuals and families every day, and why it still doesn’t feel like work.

Learn More

Vignette Img

Want access to information that you can use?

Sign up to our email list to receive our newsletter with financial insights, our latest blog articles, and advanced notice about
upcoming webinars and industry speakers giving you the latest information you won’t want to miss.

"*" indicates required fields

We’re committed to your privacy. Third Tier Wealth Management uses the information you give us so we can provide you with the information you’re looking for to help you with your money. We hate spam as much as you do, and you can opt-out any time. For more info, check out our privacy policy.

About Us What We OfferOur Process FAQ Blog Client Portal Client Secure Vault Contact Us

Privacy Policy | Web Accessibility | Site Map |  Design by TinyFrog

Facebook Linkedn

Proud member of:

Fpa Ethics

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Third Tier Wealth Management LLC dba Third Tier Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Third Tier Wealth Management an Investment Advisor in the State of New Jersey. Being registered as an investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through Third Tier Advisors LLC dba Third Tier Advisors, an affiliated company. Third Tier Wealth Management and Third Tier Advisors are not affiliated with or endorsed by the Social Security Administration or any other government agency.The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of New Jersey or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

This website uses cookies to improve your experience AcceptReject All
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
CookieDurationDescription
cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Functional
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Performance
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Advertisement
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Others
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
SAVE & ACCEPT