Wealth Advisory Services

Value-Added Services Steeped in Experience

If you aspire to enjoy a comfortable retirement and to benefit persons and causes important to you, then you need a wealth management plan. At The Hale Law Firm, all of our attorneys previously worked in the financial services industry as financial advisors. This experience allows us to better coordinate planning efforts with your financial team and to comprehensively evaluate your options in light of your objectives.

Most estate planning lawyers do little more than prepare legal documents, such as wills and trusts. Our wealth management attorneys see things differently. The wealth management services we offer focus largely on asset allocation and protection. Our attorneys will help you identify and address the key components of a successful wealth management plan, including:

Isn’t it time you explored what’s possible with a wealth management attorney experienced in estate planning, real estate law, financial planning, insurance law, and asset protection? Call us today for your free initial consultation.

Representing Generations of Families

We represent generations of families with simple to complex estate planning and wealth management needs. At The Hale Law Firm, we get to know our clients on a personal as well as professional level. When you choose our firm for help with your wealth management, you are choosing a firm that will take an active approach toward protecting and distributing your assets.

Are you interested in meeting with a wealth management lawyer from The Hale Law Firm? Contact our firm today to arrange your free initial consultation.

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