Wealth Advisory for High-Performance Attorneys

Your personal CFO for tax, investments, and long-term wealth. Concierge advisory so you can focus on your practice and your family.
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Your financial life is as demanding as your practice

We work exclusively with partners, firm owners, and senior associates. Attorneys whose income, compensation structures, and career decisions create financial complexity that goes beyond generic advice.

Complex compensation

K-1 income, partner draws, equity distributions, and variable bonus structures that make tax planning a year-round effort.

High-stakes career decisions

Partner buy-ins, lateral moves, going in-house, or launching your own firm. Each path reshapes your entire financial picture.

Income-wealth gap

High earnings without a matching wealth strategy. Lifestyle creep, deferred savings, and reactive tax decisions quietly erode what you've built.

Irregular cash flow

Uneven distributions, variable draws, and lumpy bonuses that don't align with when life's expenses hit. Building wealth on irregular income takes a different approach.

Your Personal CFO

We coordinate your professional team, handle the details in the background, and keep everything moving forward so it never lands on your plate.

What we do

01

Cash Flow Management

Mapping income timing, managing liquidity, and planning around the irregular cash flow that comes with practicing law.

02

Tax Strategy

Year-round tax planning for K-1 income, estimated payments, and multi-state exposure.

03

Investment Management

Tax-efficient portfolio strategy aligned with your goals and built to account for firm equity, illiquid interests, and uneven cash flow.

04

Retirement Planning

Defining life after law and ensuring you can step away on your own terms.

05

Risk Management

Identifying coverage gaps, evaluating threats to your plan, and implementing safeguards to protect your financial future.

06

Estate Planning

Trusts, gifting strategies, and succession planning designed to protect what you've built and create a lasting legacy for your family.

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A clear path from first call to full strategy

No guesswork, no drawn-out onboarding. A structured engagement designed to move efficiently from understanding your situation to a wealth strategy that's fully built and working.

1

Assess

We learn your full financial picture, including income, tax exposure, goals, and what's not working about your current setup.

2

Build

We create a comprehensive wealth strategy covering tax, investments, retirement, risk, and estate coordination, tailored entirely to your situation.

3

Execute & Advise

We implement the strategy together and advise ongoing with proactive planning, direct access, and communication on your schedule.

Pace is the right fit if you

Want an advisor who understands attorney-specific income, tax, and career complexity.

Are ready to delegate your financial life to a specialist so you can focus on your practice and family.

Want one advisor who coordinates your entire professional team for you.

Value a proactive, year-round comprehensive approach.

Need direct, unlimited access to honest counsel and accountability, not a yes-man.

Are navigating a major financial event like a buy-in, lateral move, firm launch, or income growth.

Common questions

What makes Pace different from other advisors?+
Pace works exclusively with attorneys. Every strategy, tool, and conversation is built around attorney-specific income, tax, and career complexity.

We take a holistic, done-for-you approach. Your full financial picture, built around your goals and values, with as much taken off your plate as possible.

You work directly with one advisor who handles both wealth strategy and coordination between your CPA, estate attorney, and insurance professionals for implementation.
What does personal CFO services look like?+
We act as the single point of contact for your entire financial life. That means coordinating with your CPA, estate attorney, and insurance providers so you don't have to. It means distilling complex decisions into the few things that actually matter so you can make informed choices quickly. And it means handling the details, the follow-through, and the ongoing monitoring in the background so nothing falls through the cracks and nothing lands on your plate.
I already have a CPA. Do I still need a wealth advisor?+
Your CPA is focused on compliance and filing accurate returns. We focus on strategy: structuring your income, investments, and long-term plan to minimize taxes proactively. The two roles complement each other, and we coordinate directly with your CPA.
Do we have to commit long-term?+
No long-term commitment is required. Our services are billed quarterly, and you can cancel at any time with just an email. We earn your trust by consistently adding value, not by locking you into a contract.
I'm not an attorney. Can I still work with Pace?+
Pace is built specifically for attorneys, and that's where we do our best work. That said, we do selectively take on clients outside the legal profession on a case-by-case basis when the fit is right. If you think we might be a good match, schedule a discovery call and we'll figure it out together.

See if Pace is the right fit

The discovery call is a focused conversation, no pitch, no commitment. Just clarity on whether we can help.

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