Third View Private Wealth offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”).  SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability.  All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only.  Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security.  The information contained herein reflects the opinions and projections of Third View Private Wealth as of the date hereof, which are subject to change without notice at any time.  Third View Private Wealth does not represent that any opinion or projection will be realized.  Neither Third View Private Wealth nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice.  Any performance information must be considered in conjunction with applicable disclosures.  Past performance is not a guarantee of future results.  Neither this Website nor its contents should be construed as legal, tax, or other advice.  Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.

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In August 2025, Frank McKiernan and Jerry Sneed were named by Forbes and SHOOK Research, LLC to the 2025 Forbes Best-in-State Top Next-Gen Wealth Advisors list. This was based on data for the period 3/31/24-3/31/25.  We did not pay to receive this award. A licensing fee was paid solely to use the rating in approved marketing materials. Award criteria may not directly reflect the quality of investment advice. The full methodology is available here.

In April 2024 & April 2025, Jerry Sneed and Frank McKiernan were named by Forbes and SHOOK Research, LLC as Forbes Best-in-State Wealth Advisors 2024 and Forbes Best-in-State Wealth Advisors 2025, respectively, based on the period from 6/30/2022 to 6/30/2023 and the period 6/30/23-6/30/24, respectively.  We did not pay to receive this award. A licensing fee was paid solely to use the rating in approved marketing materials. Award criteria may not directly reflect the quality of investment advice. The full methodology is available here.

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In November 2024, Jerry Sneed was named by Forbes and SHOOK Research, LLC as Forbes Best-in-State Wealth Advisors High-Net-Worth 2024 based on the period from 3/31/2023 to 3/31/2024.  He did not pay to receive this award. A licensing fee was paid solely to use the rating in approved marketing materials. Award criteria may not directly reflect the quality of investment advice. The full methodology is available here.

 

In August 2023 and 2024, Jerry Sneed and Frank McKiernan were named by Forbes and SHOOK Research, LLC as Forbes Top Next-Gen Wealth Advisors Best-in-State 2023 and Forbes Top Next-Gen Wealth Advisors Best-in-State 2024, respectively, based on the period from 3/31/22 - 3/31/23, and the period from 3/31/23-3/31/24, respectively. We did not pay to receive this award. A licensing fee was paid solely to use the rating in approved marketing materials. Award criteria may not directly reflect the quality of investment advice. The full methodology is available here.