Read our new whitepaper: Seeking Higher Investment Returns

Let us provide you with the concierge-level service that other successful attorneys enjoy. Our wealth-management services for legal professionals include:

  • Investment Management

    • • Evidence-based public market investing
    • • Low-cost, tax-efficient, custom strategies
  • Private Markets

    • • Unique equity and debt opportunities
    • • Access to innovation community
  • Financial Planning

    • • Coordinated with portfolio strategy
    • • Charitable and legacy planning
  • Tax Planning

    • • Strategies to reduce taxes
    • • Asset location and net investment returns

Other Services We Offer:

  • Retirement Planning

  • Estate Planning

  • Cash Management

  • Insurance Analysis

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Connect Me To An Advisor

We want to connect you to the right advisor. Please tell us more about you.