Third View Private Wealth Officially Launches with Advisors Previously Managing Approximately $1 Billion in Client Assets

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WESTPORT, Conn.--(BUSINESS WIRE)--May 28, 2025--

Third View Private Wealth, a newly launched SEC-registered investment advisor (RIA) announces its official opening. Headquartered in Westport, Connecticut, the firm is founded by three seasoned private wealth advisors who previously oversaw approximately $1 billion in client assets as of 3/31/25. Third View was built to serve the complex needs of high-net-worth and ultra-high-net-worth families across the country, offering private wealth management, tax strategy, trust and estate planning, and philanthropic advisory services.

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Frank McKiernan, co-founder and managing partner of Third View Private Wealth

“We’ve spent the last decade listening carefully to what our clients want : a bespoke multi-family office solution without the cost or complexity of building one themselves,” said Frank McKiernan, Co-Founder and Managing Partner. “We started Third View to provide our clients an unparalleled, deeply personalized experience.”

“Our name reflects our purpose. To provide clients with a deeper, more thoughtful perspective that helps them navigate life’s financial decisions with clarity and confidence,” said Jerry Sneed, Co-Founder and Managing Partner.

The founding partners Jerry Sneed, Frank McKiernan and Zoltan Pongracz are joined by their team members Amanda DiGuiseppe, Emily Demers, Mickey Herbert, Jake McCarthy, and Chris Sneed who have spent the last decade working with the founding partners adding a layer of stability and team cohesiveness to Third View’s business.

“Our mission was to build something unique. An elite, independent advisory firm that functions like a multi-family office with the ability to serve clients across generations,” said Zoltan Pongracz, Co-Founder and Managing Partner. “We’ve assembled an exceptional team to deliver not just technical expertise, but a trusted relationship that simplifies complexity and helps families turn wealth into impact.”

To request an introduction to the Third View Private Wealth team, please visit their website at www.thirdviewpw.com.

About Third View Private Wealth

Third View Private Wealth, LLC is an independent, SEC-registered investment advisor based in Westport, Connecticut. The firm offers a multi-family office experience, blending institutional asset management with financial planning, estate and tax strategy, and philanthropic advisory for high-net-worth and ultra-high-net-worth clients. As a fee-only firm, Third View operates with full independence, offering clients transparent, unbiased advice. The firm is built on trust and a deep commitment to its fiduciary duty of always putting clients' interests first.

Form ADV Part 2A can be obtained by visitinghttps://adviserinfo.sec.govand searching for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice. Please consult your tax or legal advisor regarding your situation.

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CONTACT: Media:

Alexandra Zendrian

Mobile: 516-581-7202

Email:[email protected]

KEYWORD: CONNECTICUT UNITED STATES NORTH AMERICA

INDUSTRY KEYWORD: CONSULTING ASSET MANAGEMENT PROFESSIONAL SERVICES FINANCE

SOURCE: Third View Private Wealth, LLC

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PUB: 05/28/2025 08:11 AM/DISC: 05/28/2025 08:10 AM

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