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.

Our Co-Founder, Frank McKiernan was invited on Barron’s Advisor The Way Forward - Next Gen podcast for an interview with...
02/12/2026

Our Co-Founder, Frank McKiernan was invited on Barron’s Advisor The Way Forward - Next Gen podcast for an interview with Alyson Tucci to discuss his untraditional path to becoming a founder, Third View Private Wealth’s institutional approach to wealth management, and why every client deserves a great advisor.

The interview is available on Apple Podcasts and Spotify now. Full video is linked in the comment section.

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

Many people know that Health Savings Accounts (HSAs) are useful. Far fewer understand the unique planning opportunities ...
11/25/2025

Many people know that Health Savings Accounts (HSAs) are useful. Far fewer understand the unique planning opportunities they create within the tax code.

HSAs are the only accounts that offer triple tax benefits:
⬇️ Contributions reduce taxable income
📈 Growth is tax-free
💰 Withdrawals are tax-free when used for qualified medical expenses

If you have the cash flow, the optimal long-term strategy isn’t simply using the HSA to pay this year’s doctor bills. It’s to contribute, invest, and let the account grow.

Here’s the general approach:
1. Contribute the maximum each year.
2. Invest the HSA just like you would a retirement account.
3. Pay medical expenses out of pocket and save receipts.
4. Allow the HSA to compound over decades.
5. Reimburse yourself tax-free in the future, whenever it makes sense.

The IRS allows you to keep receipts indefinitely. That means a $2,000 medical bill today can translate into a tax-free withdrawal decades from now, after years of potential growth. Essentially, the HSA becomes a stealth Roth IRA.

And given that a typical couple may spend more than $300,000 on healthcare in retirement, this strategy can meaningfully strengthen long-term planning.

If you’d like to talk through how this fits into your broader financial strategy, we are always happy to connect.

Third View HQ
11/04/2025

Third View HQ

We are proud to announce that our Co-Founder and Managing Partner, has been invited to join the Forbes Finance Council....
09/25/2025

We are proud to announce that our Co-Founder and Managing Partner, has been invited to join the Forbes Finance Council.

This exclusive, invitation-only community of senior financial leaders is recognized for driving innovation, elevating standards, and shaping conversations that impact the global financial landscape. Zoltan’s selection is a reflection of his leadership at Third View Private Wealth, his dedication to clients, and his vision for the future of wealth management.

As a member, he will contribute insights and thought leadership to Forbes.com, sharing perspectives on public and private markets, multi-generational wealth transfer, and the evolving needs of high-net-worth families and institutions worldwide.

Our Co-Founder and Managing Partner, Frank McKiernan led an article in Barron’s this week on why markets have melted hig...
08/14/2025

Our Co-Founder and Managing Partner, Frank McKiernan led an article in Barron’s this week on why markets have melted higher into the summer and why he thinks more gains may be ahead.

Full article 🔗 in BIO.

Our Co-Founder and Managing Partner, Zoltan Pongracz, CFP®, ChFC®, CLU®, AIF®, had the pleasure of attending .starks3’ C...
06/26/2025

Our Co-Founder and Managing Partner, Zoltan Pongracz, CFP®, ChFC®, CLU®, AIF®, had the pleasure of attending .starks3’ Casino Night at , celebrating 31 years of empowering college-bound students across NY, NJ, CT, and Tulsa, OK.

John is not only a legend, but a remarkable human being. ’s three-decade impact on underserved youth is nothing short of inspiring.

At TVPW, we are proud to support organizations that invest in the next generation and open doors to opportunity.

Alternative investments can offer powerful diversification, but only when implemented with purpose. shared some thought...
06/26/2025

Alternative investments can offer powerful diversification, but only when implemented with purpose. shared some thoughts with on how we approach this evolving space at . 🔗 to article in comments 👇

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

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