We Focus on You, So You Can Focus on Your Practice

Behind every case you win and every client you serve is a financial picture that deserves the same level of attention. We understand the complexities of your compensation structure and the planning challenges that come along with it.

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Your Trusted Financial Partner

Attorneys often seek more than investment management. They want an advisor who understands the realities of their profession and can serve as a strategic sounding board through career and life transitions. Our team combines deep wealth management expertise with firsthand legal industry experience, helping clients make informed decisions with confidence as their financial lives grow more complex.

How We Serve Attorneys 

Our advisors have extensive knowledge of complex retirement plans and benefit structures. We immerse ourselves in these plans so you understand them too.

We help you budget around your regular draw, tax obligations, and planned distributions, so you can focus on your professional and financial goals instead of worrying about cash flow.

We provide guidance on how firm ownership and capital contributions fit into your financial plan, as well as your tax return.

We work to understand the full scope of your financial needs and goals, then use that information to prepare comprehensive projections that serve as the roadmap for our relationship and bring intellectual rigor to your decision-making.

Wealthspire Trust offers dynasty, directed, asset protection, and other flexible trust structures, administered collaboratively with your advisor team. We also have dedicated in-house experts who provide tax and estate guidance.

Our advisors are supported by an internal investment committee and dedicated investment research team, providing steady guidance through strategic asset allocation, rigorous due diligence, and tailored portfolio construction.

We help you navigate the meaningful planning decisions associated with moving to a new firm, including compensation, capital contributions, retirement plans, insurance benefits, and tax timing.

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Ready to Build Your Plan?

Between billable hours and client demands, your own financial plan can be overlooked. A Wealthspire advisor will take the time to understand your compensation, your firm structure, and what matters most to you, then build a plan around it.

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Frequently Asked Questions

Yes.  We work with attorneys and partners at law firms of all sizes, including many of the largest firms. Some of our advisors are former or practicing attorneys themselves.
Yes. We help you plan for the shift from W-2 to K-1 income, new capital obligations, and the retirement and benefit structures unique to law firm partnership.
Yes. We build cash flow strategies designed around irregular income, so your financial foundation stays steady regardless of how firm distributions are timed.
Yes. Every recommendation we make is guided solely by your best interests.