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+1 914 666 6600 | CLIENT PORTAL

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+1 914 666 6600 | CLIENT PORTAL

Your practice demands your time. 
Your finances should receive the same.
But have they?  

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You may not have the interest or time to manage financial intricacies

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Your success and tenure make financial missteps costly and avoidable

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You need methods
to convert your income
into wealth without unnecessary risk or taxes

What you can expect

Your Financial Net Worth is Our Business. Literally.

Building a successful legal practice is just the beginning of your path to financial security and flexibility.
We specialize in transforming your practice equity into lasting wealth for you and your family.

Contact us to learn more details about these approaches and other financial strategies in our toolbox.

gain structure

Goal-Based Financial Planning

We will ascertain your financial goals, establish a plan, and provide you with a secure dashboard that reports daily on your retirement targets, cash flow, and personal and firm assets. 

get control

Wealth Management

From strategic planning to workplace retirement plans to asset management, our wealth management platform, fueled by our proprietary Bridge Process, empowers you to take charge of your finances.

keep more

Attorney Fee
Deferrals

Maximize your earnings by strategically deferring taxes and deciding the timing and amount of your settlements, all while your fee remains invested and generating returns for you.

earn more

Salary
Deferrals

Our specialized retirement programs provide you the potential to defer over $300,000 per year, all without incurring current taxation. With over $3 million saved in 10 years, your financial future can be transformed.
generate more cash

Investment
Programs

To help you manage the unpredictable income flows from your practice, we offer tailored investment programs designed to stabilize your cash flow.
GET A holistic View

Account
Aggregation

We aggregate all your financial accounts, from the assets we manage to your workplace 401(k) and other held-away accounts, into one easy-to-monitor platform. This holistic approach provides you with a complete and clear picture of your wealth, simplifies the management of your finances, and enhances your ability to track and optimize performance.

We are Fiduciaries,
For Fiduciaries

✕

We are Fiduciaries,
For Fiduciaries

We understand the importance of having a financial advisor with a singular focus: YOU. As fiduciaries, we offer this commitment, providing transparency, sophisticated strategies, and effective solutions to address your financial needs.
Talk With Us Today.

How to Get Started

1 Initial Inquiry
Please inform us of your interest. We will arrange an initial call to explore how we can work together to meet your objectives.
2 Discovery Meeting
Following the initial call, you will meet with a principal who will provide you with a summary of recommended services to help you achieve your financial goals.
3 Implementation

We will promptly kick off your client onboarding process and begin implementing your financial strategies.

If you're tired of unproductive investments, excessive tax bills, or the prospect of working more years than necessary, it's time to talk with us. For decades, we've helped attorneys, like you, overcome these exact challenges.

Speak With a Principal