Clear advice for complex financial lives
You should understand what is happening with your money. We take financial concepts that can often feel dense and technical and make them easier to understand and act on.
This includes:
- Building an investment strategy that supports your goals
- Finding opportunities to reduce taxes
- Planning retirement income from personal and corporate assets
- Reviewing insurance and risk management needs
- Coordinating estate and beneficiary planning
- Preparing for a future business sale or transition
- Creating a charitable giving strategy that fits your values
Planning that helps you keep more of what you earn
Your portfolio is important, but it’s not everything. We look at how your money is invested, how income is drawn, how taxes may be reduced, how your estate is structured, and how your wealth may eventually transfer to your family or the causes you care about.
For lawyers with corporations, partnerships, or complex compensation, this can be especially important. Every decision should work together.
Charitable giving with purpose
Amanda Dumitru holds the Master Financial Advisor – Philanthropy (MFA-P™) designation, a specialized credential focused on helping clients turn charitable giving into a thoughtful part of their wider financial plan.
For lawyers who care deeply about a cause, community, or family legacy, this adds another layer of planning. Giving can be structured with care, so it supports the organizations you value while also fitting into your tax, estate, retirement, and investment decisions.
Charitable planning may help you:
- Give more effectively during your lifetime
- Reduce taxes in certain situations
- Support causes that matter to you
- Build charitable giving into your estate plan
- Create a lasting legacy for your family and community