Working with Firefly Wealth Management
Firefly Wealth Management works best with like-minded individuals and families who work hard for their personal and financial success and need customized, thoughtful financial advice on planning for their financial future. Our clients aren’t afraid to dream. They can save and are committed to planning and doing the work needed to reach their goals.
Attorneys
With a history of working with attorneys at a variety of national and international law firms, Firefly Wealth is familiar with the unique needs and financial challenges that come with being a lawyer. We have also worked with various corporate in-house legal counsel and are familiar with executive benefit plans and other restrictions and/or requirements.
Regardless of practice area, attorneys – especially Partners or Members – have unique concerns including cash flow management, capital commitments, and retirement benefits.
Retirement benefits will likely make up a large portion of your savings. Firefly Wealth will coordinate the management of these benefits when managing your overall portfolio.
We may also provide guidance with non-retirement benefits as well.
Professionals / Executives
Managing your career, family responsibilities, and everything else life throws at you can be overwhelming. At Firefly Wealth we are your advocate. We provide more than numbers.
True financial health takes your entire life into consideration: Career changes, family changes, college, retirement, health issues, supporting family members, eldercare, estate planning and anything in between. These details can be just as important as cash flows and performance charts (we have those too!).
Work with someone who respects the time and effort you have done to secure your family's future.
Elder Care, Dependents and/or Special Needs
No matter your income, life happens. You may have dependents, those with special needs, or are the one providing primary care financially or otherwise for an elderly relative in or out of assisted living.
This is more than just financial planning or investing; we are here to help you navigate these challenges with the empathy and compassion that you and your loved ones deserve.
Joshua Levine is a CERTIFIED FINANCIAL PLANNERTM.
Firefly Wealth Management is a member of the Schwab Advisor Network.
WARRANTIES & DISCLAIMERS
There are no warranties implied.
Firefly Wealth Management LLC is a registered investment adviser located in Cleveland, Ohio. Firefly Wealth Management LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Firefly Wealth Management LLC ’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Firefly Wealth Management LLC ’s web site on the Internet should not be construed by any consumer and/or prospective client as Firefly Wealth Management LLC ’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Firefly Wealth Management LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Firefly Wealth Management LLC, please contact the state securities regulators for those states in which Firefly Wealth Management LLC maintains a registration filing. A copy of Firefly Wealth Management LLC ’s current written disclosure statement discussing Firefly Wealth Management LLC ’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Firefly Wealth Management LLC upon written request. Firefly Wealth Management LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Firefly Wealth Management LLC ’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
These materials have been independently produced by Firefly Wealth Management. Firefly Wealth Management is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Firefly Wealth Management provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.