We have the knowledge, the experience, and the resources to help you towards a brighter financial future. Your hard work and dedication have led you to where you are today and now we’d love to show how we can help you to take it to the next level and protect what you’ve built. Watch this video to see how we’ve helped others like you, then explore more about us on this website, and then call or email us to schedule a complimentary consultation to find out how we can get started together.
Building a law practice can bring you many rewards and many responsibilities, but success has a price. As an attorney, it’s often a struggle to balance the many different aspects of a busy life, so you turn to the financial specialists for advice on the issues that revolve around you and the financial issues they help you manage.
Since most advisors offer services independent of each other, it’s up to you to sort out all of their ideas and recommendations. How can you keep track of everything you have when you’re busy growing a thriving practice? Do you know if your assets are working as hard as you?
Our wealth management solution, built specifically for the lifestyle needs of attorneys, can help bring order to your financial world. The system is designed to give you a consolidated view of your accounts, your important documents, your assets, your specific goals and strategic plans, and your advisor’s contact information in one secure location. We provide you with a personal financial website, so you can view everything about your financial and estate planning in one place … on your desktop or from your mobile device.
Every night your balances will be automatically updated. Changes in your assets and changes in your life will be tracked against your overall asset allocation, retirement and cash flow models, insurance program, and your financial and estate plan. Your updated assets are integrated into reports, so that you can monitor your progress against your overall financial objectives.
Our wealth management solution also provides a secure online storage vault for your private documents, like wills, trusts, tax returns, deeds to your house, insurance policies, licenses and memberships, and beneficiary designations. Here you can even store photos and videos and other precious memorabilia. Of course, all the information is password-protected in a secure, encrypted personal web address backed with the latest internet security technology available.
Your top holdings are easily accessible. You can even view the results of your awards programs, giving you one single access point for all your important financial details. Alerts automatically notify your advisor of a problem or an opportunity, like your asset allocation being out of balance, or a significant change in your account values. Your online access allows you and your advisor to collaborate on any areas of concern.
As your practice grows and the management of your financial affairs becomes more complex, our wealth management solution can become your single access point to organize and track all your financial assets and plans. You’re just a click away from everything you need, all in one place, whenever you want it, from wherever you are.