Introducing
A Lawyer's Path
From your first paycheck as a Summer Associate through Equity Partner or Corporate Counsel and beyond, Firefly Wealth Management offers services aligned to your position, now and in the future.
Planning and Investment Management exclusively for the legal community.
We focus on you so you can focus on your career and family.
Firefly Wealth Management is fee-only and is held to a fiduciary standard.
We offer robust reporting on your portfolio; account access is always available via our mobile app or your client portal.
Firefly Wealth never takes custody of your funds and we do not sell any proprietary investment and/or insurance products.
Partner with a firm that has experience in retirement benefits for lawyers and attorneys.
Not sure what that memo means? Questions about your retirement or other benefits?
Firefly Wealth Management acts as your advocate and can ask appropriate questions regarding your benefits. We will even help you fill in those forms!
*To the extent allowed and authorized by clients in writing
Financial Planning
Gain a clear understanding of your investments, net worth, cash flow, taxes, and estate plan.
Reach your financial goals and objectives with actionable to-do's and help secure and expand your wealth.
Firefly Wealth Management is here to be your partner and guide: from student loans to retirement through end-of-life care (and hopefully a life well-lived throughout!).
Retirement (and after) Planning
Retiring is just one step in a long journey. The financial decisions to be made during retirement are just as important as the work it takes to get to retirement.
Firefly Wealth collaborates with you to create a realistic plan for the retirement you’ve worked hard for.
We specialize in Elder Care* and work with a network of trusted experts to get you the care and guidance you may need.
*This is a generalized phrase used in the industry that can cover a wide variety of issues.
Investment Management
Firefly Wealth manages your portfolio using data-driven recommendations and optimizations based on your unique goals, tax situation, time horizon, and risk tolerance.
Retirement and Defined Benefits usually make up a substantial portion of an attorney's net worth. Work with an advisor who understands your benefits and takes them into account when managing your portfolio.
HR & Benefits Department Liaison
Partner with a firm that has experience in retirement benefits for lawyers and attorneys.
Not sure what that memo means? Questions about your retirement or other benefits?
Firefly Wealth Management acts as your advocate and can ask appropriate questions regarding your benefits. We will even help you fill in those forms!
*To the extent allowed and authorized by clients in writing
Built for lawyers. Run by a fiduciary.
You bill by the hour. Your financial life shouldn't cost you any of them. Firefly Wealth Management was founded by Joshua F. Levine, CFP ®, to serve lawyers exclusively. Full wealth management for those navigating uneven cash flows, distributions, capital loans, and legacy planning.
