We focus on you, so you can focus on your practice.
By working with attorneys at several top law firms, our advisors have become familiar with both their unique compensation structures and the ongoing planning challenges they face.
Your Trusted Financial Partner
As your career progresses, so does the complexity of your finances. We work with many sophisticated investors who appreciate a trusted financial partner to manage their finances while they focus on their professional obligations.
We believe in collaboration and education, combined with a mutual respect for the expertise each party brings to the table. Many of our advisors are also former or practicing attorneys, so they can offer a deep understanding of attorneys’ unique circumstances and perspectives.
How We Serve Attorneys
Retirement Plans & Benefits
Our advisors have extensive knowledge of the complex retirement plans and benefit structures top law firms have. We summarize them and make sure you understand them.
Cash Flow Management
We help you budget around your regular draw and planned distributions, enabling you to focus on your financial objectives and not worry about cash flow.
We provide guidance on how firm ownership and capital fit into your financial plan, as well as your tax return.
We are adept at understanding the full scope of your financial needs and goals. We use this information to prepare comprehensive projections that serve as the road map of our relationship.
Tax & Estate Planning
One of our primary goals is to help minimize your income and estate taxes. We have a dedicated in-house trusts & estates team to support our advisors and provide additional expertise to better serve you.
Our advisors are supported by an internal investment committee and dedicated internal investment team that seeks to provide steady investment guidance to clients through strategic asset allocation, rigorous due diligence, and tailored portfolio construction.
Our Dedicated Team
We’re in the business of helping law firm partners turn hopes and dreams into solid financial plans.
The Wealthspire team has years of experience creating complex financial plans for legal professionals.