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.

Firm Ownership

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

Financial Planning

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.

Investment Strategy

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.

Yoni Berhane, CFP®

Vice President

Jonathan joined the firm in 2016 with a strong background...

Michael Delgass, J.D.

Managing Director

Mike uses his extensive prior experience as an attorney to...

Craig Fasano, J.D.

Managing Director

Craig has over 20 years of experience in the wealth...

Donna Levy

Managing Director

Donna joined the firm in 2000. She serves as an...

Chip Pyfer, JD, CFP®, CIMA®, CPWA®

Managing Director

Chip Pyfer is a Managing Director and Advisor in the...

Grant Ruder, CFP®

Managing Director

Grant Ruder, CFP® is a Managing Director of Wealthspire Advisors...

Bill Schwartz, CPA, CFP®

Managing Director

Mr. Schwartz is a Managing Director in the Potomac, MD...

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