About Us
Law and Wealth
In servicing our clients’ estate planning needs, we have noticed time and time again that many of them are victims of underperforming investment portfolios. The fees they pay are too high and their returns are too low. They are simply leaving money on the table.
As estate planning attorneys, we are already fiduciaries to our clients which means we are legally required to make choices in our clients’ best interest.
What to Expect from Us:
Clients of the firm can come in for a complimentary B.I.T. (Behavior. Investments. Taxes.) Analysis.
There is no cost or obligation at your one-hour B.I.T. Analysis. Just confidentially submit your financial and tax documents a week in advance for review. Bring your spouse with you to the meeting if you are married. And that’s it.
Worst case scenario, you learn that everything is perfect.
Best case scenario, we lower your fees with better investments.
Tremendously Diverse Investment Strategy
We utilize thousands of stocks and bonds all over the world so that if there is an incident in one sector or region, it does not crash the entire portfolio.
Math-Based Evidence
We use math (not emotion) to guide your portfolio.
Maximize Return - Minimize Volatility
You are going to make emotional decisions (that is what humans do). That will not work... We will make sure your investments are executed systematically.
Educational Workshops
Our private “clients only” educational workshops are a fun and easy way to get informed about how you can structure your financial plan in ways that makes sense for your family.
Our Clients
Meet our team
A combined 30+ years of legal, financial and tax experience accompanied by a strong dedication to keeping our clients happy makes for an unbeatable team.
Get a free B.i.t. analysis
Find out how to bridge the gap between where you are now and where you want to be.