Third View Private Wealth

Third View Private Wealth Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Third View Private Wealth, Financial planner, 55 Post Road West, 1st Floor, Westport, CT.

Always Your View™

High-net-worth and ultra-high-net-worth individuals and families choose Third View for our uncompromising guidance, sophisticated advice and unwavering commitment to their financial peace-of-mind.

In a article, Third View Co-Founder Zoltan Pongracz II addresses the most common and costly mistakes he sees business o...
02/16/2026

In a article, Third View Co-Founder Zoltan Pongracz II addresses the most common and costly mistakes he sees business owners make, from entering a sale process without the right advisory team to underestimating the emotional impact that follow a liquidity event. An exit is not just an important transaction, it is a life transition.

If you are contemplating a sale, even years in advance, this offers a framework to protect your leverage and optionality while ultimately realizing the full value of what you have spent a lifetime building.

In Barron’s, Third View Co-Founder Jerry Sneed explores what it truly means to protect the financial future of someone w...
02/13/2026

In Barron’s, Third View Co-Founder Jerry Sneed explores what it truly means to protect the financial future of someone who depends on you. Special needs planning isn’t just about documents and money, it’s about lifelong care, dignity, and certainty for the people who matter most.

Each year our team comes together to support several local families during the holidays. This year,we partnered with the...
12/10/2025

Each year our team comes together to support several local families during the holidays. This year,
we partnered with the Mid-Fairfield Community Care Center to make sure households in our community receive the living essentials, school supplies, and gifts needed for their children for the holidays.

While philanthropy is a year-round priority for us, both personally and in the planning we do with clients, this initiative is different. It’s hands-on, immediate, and deeply personal. Packing up Spider-Man toys and notebooks for one little boy we sponsored this year brought more than a few tears to our team. Moments like that remind us why giving matters.

This photo captures just one round of what our team put together this season. We’re grateful to everyone who helped make this possible and proud to support families who deserve a brighter holiday.

We are fortunate to spend our days helping families make meaningful decisions about their lives. Thanksgiving is a remin...
11/27/2025

We are fortunate to spend our days helping families make meaningful decisions about their lives.

Thanksgiving is a reminder of why that work matters. Behind every portfolio and plan is a family sitting around a table just like this one. People with goals, hopes, worries, and dreams. People who trust us to guide them through some of the most important financial moments of their lives.

To our clients, partners, teammates, and friends, thank you for your trust. Wishing you and your families a warm and meaningful Thanksgiving.

- the Third View Private Wealth team

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55 Post Road West, 1st Floor
Westport, CT
06880

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