Deferring contingency fees over time can have a meaningful difference and can potentially increase the firm's revenue.

Your law firm and partners have complex wealth management and investment needs that extend beyond the typical financial advisory relationship. We provide trusted advice and guidance to address many questions and situations that come up, including:

  • What role does my practice play in my overall wealth planning?

  • What investment management options are there for lump sum case settlements?

  • What retirement plans are suited for my goals and those of my partners and employees?

  • How can I use insurance to protect my business and my personal needs?


Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.