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.
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.
Free up your attorney’s time to do what they do best by providing access to financial advice from a fiduciary. From starting their law career, through wind-down and retirement, Firefly Wealth Management is here to help your lawyers at every stage in their career. We help to manage the stress of financial decisions so lawyers can focus on their career.
Firefly Wealth can assist attorneys with benefits coordination and paperwork (including transitioning to retirement) as well as answering questions on employee benefits that would otherwise need to be answered by the firm.
Please contact us to see how we can add value to your benefits offerings at no charge to your firm.
Provide access to financial advice provided by a fiduciary, at no charge to your firm or company, please contact us for more information.
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.
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.
