Wealth Management for Attorneys

SCHEDULE A COMPLIMENTARY CONSULTATION

Financial Planning That Gives
You Back Your Time

The more successful you are, the more complicated your wealth becomes. And as an attorney, you may face what seems like an insurmountable challenge: finding the time to manage your money.  Between the demands of clients and the responsibilities of family, many lawyers end up neglecting even the basics of financial planning.

Our Kansas-based fee-only advisory firm is committed to becoming your fiduciary partner in matching a successful practice with successful financial planning and wealth management.  No matter where you are at in your practice, we can help you develop and implement interrelated financial, tax, and investment strategies to achieve your long-term goals. By delegating the responsibility of wealth management to us, you are freed to focus your energy where it is needed most—on your practice, your clients and your family.

Complimentary Needs Assessment

We offer a complimentary and convenient needs assessment by phone to discuss your situation and determine how we may be able to help you.

Comprehensive Wealth Planning
Based on Your Goals

We serve as life consultants to attorneys throughout Kansas.
When we work together, you will receive:

  • Comprehensive financial planning to help achieve your goals and address your concerns
  • Cash flow strategies to smooth out income volatility and save for retirement
  • Risk reviews to safeguard your livelihood and family
  • Carefully vetted portfolio recommendations by our in-house investment committee
  • The fiduciary recommendations and wealth management by an independent, fee-only RIA firm
  • The support of our in-house attorney with nearly two decades of private-practice experience
  • Ongoing meetings to keep your life and financial strategies in sync

Your Financial Consultant

By combining expertise, comprehensive planning, and a fiduciary obligation, we strive to build your confidence in the integrity of our advice and serve as your consultant in all financial matters, large and small.

Financial Planning at Clayton Wealth Partners

Ready to Gain Back Your Time?

We offer a complimentary, one-on-one conversation in which we will:

  • Learn about your aspirations for both the short and long-term
  • Discuss your concerns about what could stand in the way of your aspirations
  • Explore your current and future financial situations
  • Discuss how we may be able to help achieve your aspirations
  • Share a bit about ourselves so you can decide whether we are a good match

Get In Touch

For more information about our wealth management services, schedule a complimentary consultation call today.