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.
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.
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.
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.
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.
