ATTORNEYS
A partner that knows your business
We have a deep bench of professionals to help guide you through the many pieces that make up your complete financial picture. Our comprehensive service model means we can guide you on your practice’s financial benefits to navigating your personal financial situation-all through one highly coordinated relationship.
Why RWA Wealth Partners?
We have the expertise and experience in the legal field to help guide you through the many pieces that make up your complete financial picture.
Our comprehensive service model means we can guide you on everything from managing the business side of your practice to navigating your personal financial situation—all through one centralized relationship.
A successful career in the legal field takes a nuanced understanding of the law. Let us put our own specialized knowledge to work to support you and your practice’s financial future.
Here’s how we can help:
Services for you
- Advanced wealth planning
- Investment management
- Executive compensation support
- Tax planning, estate, trust and legacy planning
Services for your practice
- Employee benefits
- 401(k)s and retirement accounts
- Assist with identifying a liability insurance carrier
- Succession and exit planning
Our objective is to craft an employee experience that mirrors our client experience—one defined by respect, collaboration and a shared commitment to the loftiest human ideals.
Tim Clift
Chief Investment Officer
Working with you wherever you are in your career
Whether you’re a partner at a large firm, running your own practice, or just starting your career, we’re here to provide the thoughtful, high-impact support you need.
Early Career
We can help you manage all of the complexities that come with starting to earn your first full-time attorney’s salary. Our services include advanced wealth planning to ensure that you’re maximizing the growth potential of your wealth as you move forward in your career.
Mid-Career
As you advance in your career, your financial life becomes more complex.We will support your long-term financial goals, including planning for retirement, while also guiding you on your taxes, investments and overall financial picture.
Late Career
As a partner you likely have a complicated executive compensation package.
Or maybe you’ve decided it’s time to branch out and open your own practice.
In the later stages of your career, you may also be considering your options for the future. We offer guidance, support and advanced planning to help with things like valuing your practice for a potential sale, planning for a transition or succession, and selling your practice to maximize your wealth.
Post-Career
When it’s time to retire, we can help with everything from ensuring that your retirement income plan is solid to preparing for an exit from your practice.
While many pieces of your estate plan will already be in place, this is also a time to make sure that all of your financial affairs are in order. You’ll shift from growing your wealth to thinking about how you want to hand it down to the next generation.
Tax, legal and insurance information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice, or as advice on whether to buy or surrender any insurance products. *Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC. Legal services may be obtained through a separate, written engagement via our relationship with Hall & Diana LLC. Always consult a licensed attorney, tax professional, or licensed insurance professional regarding your specific legal or tax situation, or insurance needs.
Our statements and opinions are subject to change without notice. All investments carry risk of loss and there is no guarantee that investment objectives will be achieved.
© 2024 RWA Wealth Partners, LLC. All Rights Reserved
Ready to experience the human side of wealth™?
Let’s begin.
Required fields