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Lawyers

If you’re like many of the lawyers with whom we work, you’re not only making money, but you’re also putting some away in your company’s 401(k) plan. That’s the good news.

But your income could be at risk when a portion of your compensation is deferred into plans sponsored by your law firm. Even at well-run firms, the managing partners are concerned about how underfunded these partner plans are — and how reluctant younger partners are to make sacrifices to support the plan.

We at Strategic Wealth Management can help. Starting with a comprehensive Personal Investment Policy Statement, a financial blueprint designed specifically for you, we’ll construct a wealth-creation program that will adjust for any vulnerabilities in your situation. We’ll regularly monitor your program, adjust it for changes in market and personal conditions, and manage it with the most skilled professionals in each asset class.


 
 
 

Securities offered through MCG Securities, LLC Member FINRA/SIPC.  Investment Advisory services offered through Bluestone Capital, LLC.
Bluestone Capital management, LLC, does not offer tax or legal advice.

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Check the background of this financial professional on FINRA's BrokerCheck.