fee-only • fiduciary • no asset minimum • online or in-person

Senior associate / of counsel

Your income is climbing and the decisions are getting bigger — partner track, a growing family, loans, the first real savings. You want a plan that keeps up.

New or non-equity partner

The move from W-2 to K-1, a capital buy-in to fund, distributions instead of a paycheck. The math just changed — your plan should too.

Equity partner / corporate counsel

K-1 income, a capital account, concentrated positions, deferred comp, legacy questions. Complexity most advisors gloss over. We don't.

Free consultation

A no-cost conversation about where you are and what you need. No pitch, no obligation.

Your plan

We build a plan around your career stage, comp structure, and goals.

Ongoing guidance

We manage the investments and stay with you as your career and finances grow.

For associates navigating increased income, debt, and early wealth building.

• Comprehensive plan
• Investment management
• Retirement savings and post-tax savings review
• Student loan analysis
• Basic life insurance review
• Benefits review and guidance
• Discounted estate planning preparation

Built for growing families, partner-track decisions, and layered financial needs.

• Multi-scenario planning (partnership, family, college, wind-down, retirement)
• Investment management
• College funding / 529 analysis
• Student loan analysis
• Discounted estate planning preparation
• Life Insurance gap analysis
• Access to additional subject matter experts
  

EQUITY AND NON-EQUITY

Corporate Counsel, Partners & of Counsel

Full wealth management for those navigating uneven cash flows, distributions, capital loans, and/ or legacy planning.

• Equity comp & RSU planning
• K-1 & capital account planning
• Concentrated stock / equity positions
• Blackout period compliance
• Separately Managed Accounts
• Legacy & wealth transfer

By the time you reach senior levels of practice your estate is rarely simple. Equity compensation, deferred comp, partnership capital accounts, concentrated stock, trusts, and retirement accounts across multiple employers create a picture that's hard to see.

Qualifying clients receive complimentary access to Vanilla, the estate planning platform used by some of  the country's largest wealth management firms. Vanilla turns dense trust and estate documents into clear, interactive visualizations — so you can see how your assets flow, where the gaps are, and how your plan performs under current and future tax rules. It's a tool we include because attorneys at this stage deserve more than a binder on a shelf.

Included at Every Level