Who We Help

Attorneys

You have your own set of unique challenges and opportunities as you chart your financial future from associate to partner and from partnership to retirement. Attorneys are bombarded by sales pitches about whole life, disability insurance and investment performance? However, what about important decisions regarding student loan repayment options, 401(k) choices, proper estate planning, tax management, and partnership buy ins and cash outs?

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Envision Wealth Management

Inheritance Planning

Are you inheriting wealth or experiencing a tragedy in your life that changes everything?  As life changes we want to be there for you when you need us most.  We also work with divorce teams to ensure you understand all the financial ramifications of your decisions and build dynamic models to show you what your future may look like.

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Late Career or Retiress

Retire on time with confidence.  Together, we’ll build a wealth management plan to help ensure that you have the financial freedom to enjoy your retirement and continue the lifestyle you’ve worked so hard to create.

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Attorney
Chesapeake Bay Bridge

Corporate Retirement Plans

We design, implement and service 401(K) retirement plans and emphasize lower costs and a reduction in your overhead.  We also provide advice and manage investments for employees who want to minimize risk and potentially increase their return

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