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 ideal client isn’t afraid to dream, even if it seems just a little out of reach. They can save and are committed to planning and doing the work needed to reach their goals.
World Bank employees have specific benefit choices that make comprehensive planning advantageous. Utilizing my years of experience, I am able to offer insight and financial advice to help you navigate the complexities involved with being a World Bank Employee.
With a history of working with attorneys at a variety of national and international law firms, I am familiar with the unique needs and financial challenges that come with the practice. I have also worked with various corporate in-house legal counsel, and am familiar with executive benefit plans and requirements.
Regardless of practice area, lawyers – and especially equity Partners – have unique concerns including cash flow management and capital commitments to Cash Balance or other retirement and pre-retirement benefits.
Firefly Wealth Management will coordinate the management of these benefits and investment vehicles when providing guidance and managing your overall portfolio.
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. Perhaps you have other people in your life who rely on your support. Knowing how to balance your heart with your personal financial well-being can be a challenge. This is more than just financial planning or investing and I am here to help you navigate these challenges with the empathy and compassion that you and your loved ones deserve.
Free up your Partner’s time to do what they do best by providing access to financial advice from a fiduciary. From starting their law career, through retirement, Firefly Wealth Management is here to help your employees at every stage.
Please contact us below to see how we can add value to your benefits offerings at no charge to your firm.
For information on how your firm can add value to your benefits offerings by providing access to financial advice provided by a fiduciary, at no charge to your firm, please contact me today.
When investments and financial planning cross international borders there are unique and important considerations – especially regarding taxation, retirement savings and withdrawals, and estate planning.
Firefly Wealth Management has experience working through these issues – including integrating cross-border retirement accounts with investments located in the US; experience in this area also means knowing when to bring in additional and/or specialized expertise.
At Firefly, I understand that getting to where you are in life means that your calendar is full, and time is precious. The Firefly experience is set apart from the first “Hello,” truly on your time. I am happy to provide weekend, evening, and morning hours to best support your schedule.
We cater to clients nationwide, offering flexible meeting options, including virtual consultations and in-person meetings.
While our physical office is in Cleveland, OH I am always excited to meet clients face-to-face. If you live out of the area and would like to meet in person, contact me for more information.
A fiduciary is a person or organization that is legally or ethically obligated to act on behalf of another person or group to put their interest first. Fiduciaries are often entrusted with managing money or property for something else, such as when making financial or investment decisions.
They are held to a high standard of care and must act with integrity and transparency. This includes keeping detailed records, disclosing any potential conflicts of interest, and exercising sound judgment and ethical decision-making abilities.
We have no required minimums however we do have a minimum annual fee of $5,000 per year.
At this point, we consider digital assets to be highly volatile, and should only be part of an investment strategy in rare situations. Having said that, we have worked with digital assets in the past. Should the regulatory landscape change, we will revisit our stance.
We have worked with many clients who have concentrated stock positions. There may be tax efficient ways to diversify out of a concentrated stock position – please get in touch with us!
We help clients plan for and analyze Incentive Stock Options (ISOs), Non- Qualified Options (NSOs), Restricted Stock Units (RSUs), as well as other compensation models.
Yes – to the extent allowed and authorized by clients in writing.
Your tomorrow starts today. Contact us to learn how working with Firefly Wealth Management can help you achieve a more abundant and wealthier future.
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