Comprehensive Wealth Management for Attorneys 

Our Approach

As your career progresses, so does the complexity of your finances. We’ve worked for years with many sophisticated attorneys who appreciate a trusted financial partner to assist with managing their finances while they focus on their professional obligations.

We believe in collaboration and education, and in creating an environment of mutual respect. Our team has a deep understanding of attorneys’ unique circumstances and perspectives because some of our advisors and internal staff are former practicing attorneys.

The video above illustrates how our team works with law partners and how we build lifelong relationships with our clients to provide them with financial peace of mind.

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Resources For Partners

How We Serve Attorneys

Retirement Plans and Benefits

Our advisors have extensive knowledge of the complex retirement plans and benefit structures at top law firms. We immerse ourselves in these plans to ensure we're equipped to help you understand them.

Cash Flow Management

We help clients budget around their regular draw, tax obligations, and planned distributions. This enables them to focus on their professional and financial objectives and not worry about cash flow.

Firm Ownership

We provide guidance on how firm ownership and capital fit into your financial plan, as well as your tax return.

Financial Planning

We aim to understand the full scope of your financial needs and goals. We use this information to prepare comprehensive projections that serve as the road map for our relationship and add intellectual rigor to decision-making.

Trust, Tax & Estate Planning

One of our primary goals is minimizing income and estate taxes. We have a dedicated internal team that can provide additional expertise to better serve you.*

Wealthspire Trust offers the benefits of administering dynasty, directed, asset protection and other flexible trust structures collaboratively with your advisor team. Additionally, we have dedicated in-house experts who can provide tax and estate guidance to better serve you.**

 Investment Strategy

Our advisors are supported by an internal investment committee and dedicated internal investment team that seeks to provide steady investment guidance to clients through strategic asset allocation, rigorous due diligence, and tailored portfolio construction.

*Wealthspire Advisors does not provide legal or tax advice, nor does it engage professionals on behalf of its clients.

**Wealthspire Trust is the common brand and trade name used by Wealthspire Trust LLC, a subsidiary company of NFP Corp., an Aon company.

Wealthspire Trust LLC is a non-depository Tennessee trust company and an affiliate of Wealthspire Advisors LLC, an independent registered investment advisor and subsidiary company of NFP Corp. Securities and other non-deposit investment products are not insured by the FDIC; are not deposits or other obligations of or guaranteed by Wealthspire Trust LLC, or any of its affiliates; and are subject to investment risks, including possible loss of principal invested. Wealthspire Trust LLC,  and its affiliates do not provide tax or legal advice. Please consult with your tax and legal advisors regarding your specific situation. To the maximum extent provided by law, Wealthspire Trust LLC disclaims any and all liability in the event any information, commentary, analysis, opinions, advice and/or recommendations prove to be inaccurate, incomplete, or unreliable or result in any investment or other loss. Eligibility for particular investment options or services is subject to final Wealthspire Trust LLC, determination, and acceptance.

Why Wealthspire Advisors?

We have decades of experience and expertise in working with law firm partners, and several of our advisors are former attorneys.

We work with attorneys and partners from 18 of the top 20 firms from the 2024 Am Law 100: Ranked by Profits Per Equity Partner* — we understand your needs and your unique financial opportunities and challenges.

We offer a wide range of planning services focused on helping you accumulate and protect your wealth.

Our goal is to alleviate your concerns and simplify your financial life.

*Ranked based on Profits Per Equity Partner, Wealthspire client data as of 12.31.2024.

Our focus for you includes, but is not limited to:

  • Retirement Plans & Benefits
  • Cash Flow Management
  • Firm Ownership Guidance
  • Financial Planning
  • Tax and Estate Planning
  • Investment Strategy
  • Charitable Planning
  • Trust Services

Your Focus should be on:

  • Your Law Career
  • Your Family
  • Your Passions

Meet Your Team

Howard Sontag

Howard Sontag
Chairman

Mike Delgass

Mike Delgass, J.D.
Managing Director

Craig Fasano

Craig Fasano, J.D.
Managing Director

Donna Levy

Donna Levy
Managing Director

Tim Hughes

Tim Hughes, CFP®
Managing Director

Martha Staniford

Martha Staniford
Managing Director

Ben Kille

Benjamin Kille, CFP®, CIMA®, AIF®
Managing Director

Chip Pyfer

Chip Pyfer, J.D.®, CFP®, CIMA®, CPWA®
Managing Director

Zach Gering

Zach Gering, CFP®
Managing Director

Sarah Wotherspoon

Sarah Wotherspoon, MS, CFP®, CDFA® 
Managing Director

Kelly Keydel

B. Kelly Keydel, CFP®, MBA, CDFA® 
Managing Director

Justin deTray

Justin deTray, CFP®
Managing Director

Tony Cruz

Anthony Cruz, CAIA®
Senior Vice President

Amy Miller

Amy Miller, CFP®, CDFA®
Senior Vice President

Eric Dostal

Eric Dostal, J.D., CFP®
Senior Vice President

Kevin Smith

Kevin Smith, CFP®
Senior Vice President

Julie Back

Julie Back, CFP®
Senior Vice President

Joshua Shoshan

Joshua Shoshan, CFP®, APMA®, CEPA
Senior Vice President

Steve Branton

Steve Branton, MSFP, CFP®, CPCC®
Senior Vice President

Oliver Pursche

Oliver Pursche, AAMS® CEPA
Senior Vice President

Eran Goudes

Eran Goudes, CFA®, CFP®
Senior Vice President

Natalie Truty

Natalie Truty, CFP®
Senior Vice President

Zach Mangels

M. Zach Mangels, MSFP, CFP®
Senior Vice President

Gail Harris

Gail Harris, CFP®, CIMA®, CExP™
Senior Vice President

Allaire Langdon

Allaire Langdon, CFP®
Senior Vice President

Stacey Rosenson

Stacey Rosenson, CFP®
Senior Vice President

Kevin Brady

Kevin Brady, CFP®
Vice President

Yoni Berhane

Yoni Berhane, CFP®
Vice President

Amanda Fox

Amanda Fox, MBA, CFP®
Vice President

Anora Gaudiano

Anora Gaudiano, CFP®
Vice President

Stephen Kepler

Stephen Kepler, CFP®, CDFA®
Vice President

Uliana Michaelis

Uliana Michaelis CFP®
Vice President

Stephanie Carmel

Stephanie Carmel, CFP®, CDFA®, MBA
Assistant Vice President

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Wealthspire Advisors LLC and its subsidiaries are separately registered investment advisers and subsidiary companies of NFP, an Aon company.

Wealthspire Advisors does not provide tax, legal, or accounting advice, but rather coordinates our services with your own tax, legal, and accounting advisors. 

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.

Wealthspire Advisors® is a trademark registered with the United States Patent and Trademark Office, and is solely owned by NFP Corp.

©2025 Wealthspire Advisors. All rights reserved.

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