At Third Avenue Wealth, we don’t just manage wealth—we build relationships. Our team works with you to create customized financial solutions that reflect your unique values, goals, and passions. Whether it’s multigenerational planning, philanthropic giving, or securing your financial independence, we ensure your plan is as dynamic as your life.
Our commitment to excellence is reflected in the Certified Financial Planner® (CFP®) designation held by CEO Corby Mastalir. The CFP® mark represents rigorous education, ethical standards, and comprehensive financial expertise. This ensures that we approach your financial journey with the highest level of professionalism, crafting strategies that integrate every aspect of your financial life.
Start the conversation by creating your financial plan. This simple tool gives you a clear visual snapshot of your financial situation, helping us identify opportunities and areas for discussion. It’s quick, easy, and a great way to prepare for an initial chat about your goals.
Create tailored plans designed to help you pursue your passions, secure your financial independence, and give back to the causes that matter most to you.
Multigenerational wealth strategies to preserve family legacies.
Philanthropic planning to integrate purpose-driven giving.
Adaptable plans to meet evolving life goals.
Help provide clarity and confidence through expert investment and advisory services tailored to your unique financial landscape.
Diversified investment portfolios focused on growth and preservation.
Tax-efficient strategies to maximize your wealth.
Ongoing reviews to adapt to changes in market conditions and personal circumstances.
Simplify your financial life with tools that give you real-time access to your financial picture.
Secure client portals for streamlined document sharing and tracking.
Digital financial vaults available 24/7 for instant access to key records.
Account aggregation features to provide a holistic view of your financial health.
Our approach is defined by the intersection of personalized relationships, decades of expertise, and a commitment to innovation. Here's how we deliver value that goes beyond traditional wealth management:
At Third Avenue Wealth, we see ourselves as more than financial advisors—we’re family wealth advocates. Our human touch builds trust across generations, helping families align their values with their financial goals.
With deep local roots and a Nebraska-based approach, we understand your unique needs and ensure that every recommendation reflects your personal priorities.
With over 30 years of combined industry experience, our team is well-versed in navigating market cycles, offering tailored guidance that adapts to life’s changes.
We foster collaborative relationships with your network of trusted advisors—accountants, attorneys, and estate planners—ensuring every aspect of your financial plan is strategically aligned.
Our “high-tech, high-touch” philosophy means you get the best of both worlds—innovative tools to simplify financial management and a dedicated team to guide you every step of the way.
As a proud member of the Belpointe ecosystem, Third Avenue Wealth benefits from a network of financial leaders dedicated to innovation and excellence.
This partnership expands our ability to provide customized solutions to individuals, families, and institutions of nearly any size or complexity, including corporations, private trusts, nonprofits, pension plans, and private funds.
Investment advice is offered through Belpointe Asset Management, LLC, 500 Damonte Ranch, Parkway Building 700, Unit 700, Reno, NV 89521. It is important to read our disclosures available at this link https://www.belpointeasset.com/disclosures. Belpointe Asset Management, LLC is an investment adviser registered with the Securities and Exchange Commission (SEC). Additional information about Belpointe Asset Management is available on the SEC’s website at www.adviserinfo.sec.gov.
Belpointe Asset Management, LLC and Third Avenue Wealth are separate entities.
All investments carry a degree of risk, and there can be no assurance that the future performance of any specific investment or investment strategy proposed or implemented will be profitable or achieve proposed investment objectives. Past performance should not be considered indicative of future results.
This website is limited to the dissemination of general information pertaining to advisory services. Nothing available on this website constitutes specific investment advice, tax or accounting advice, legal, insurance, or regulatory advice; or an offer to sell or a solicitation of an offer to buy any security.
