The next evolution of legal practiceAdd financial strategy to the law you already practice
Integrate financial services into your firm today
A network of legal professionals integrating financial services with asset protection estate planning tax planning business structure
Our mission is to elevate the practice of law by equipping legal professionals with the knowledge, tools, and infrastructure to integrate financial services into their law practice. We exist to help attorneys move beyond isolated legal documents and into holistic wealth planning that protects families, strengthens businesses, and creates lasting multigenerational impact.
Andre
Pennington
ESTATE PLANNING ATTORNEY
SURPRISE, AZ
Chanise
Anderson
ASSET PROTECTION ATTORNEY
BOSTON, MA
Sharesa Y.
Alexander
ESTATE PLANNING ATTORNEY,
FORT WORTH, TX
Become a Wealth Attorney®
Maintain an active law license in good standing and operate your own law firm.
Secure the appropriate financial professional licensing to ethically and lawfully integrate financial services with legal planning.
Complete specialized training and certification that validates your ability to deliver integrated estate planning, asset protection, and wealth strategies.
The Wealth Attorney® AdvantageWhere advanced legal strategy meets comprehensive wealth protection and growth.
Wealth Attorney®
- Holistic Coordination of Legal and Financial Strategy
- Advanced Protection From Lawsuits, Creditors, and Liability
- Multi-Generational Wealth and Trust Planning
- Tax-Efficient Structuring and Estate lax Reduction
- Strategic Guidance for Business Owners and Entrepreneurs
- Proper Trust Funding and Asset Titling for Real Protection
- Ongoing Advisory Support for Long-Term Legacy Planning
Traditional Attorney
- Focuses Only on Documents, Not Your Financial Ecosystem
- Basic Estate Documents With Minimal Asset Protection
- Short-Term Planning Focused Only on Probate Avoidance
- Limited Tax Strategy, Often Refers You Elsewhere
- Minimal Support for Business Entities or Liability Planning
- Drafts Documents but Rarely Assists With Funding
- One-Time Document Preparation, No Continuing Guidance