Legal Professionals

As a successful legal professional, your time is your most valuable asset. You are constantly juggling your professional obligations to your clients and firm with your personal commitments to your family, friends, and interests.

At Polley Wealth Management, we understand the demands of your profession and we are committed to helping you leverage your time by making sure your wealth is aligned with your goals. We provide a team of specialists, including wealth managers, investment professionals, tax experts, and risk management consultants, who will work with you to create a customized wealth plan that meets your specific needs.

Our goal is to empower you to use your wealth, time, influence, and expertise to live a great life. We offer efficient and effective solutions that are designed for a life lived in six-minute intervals.

Here are some of the ways we can help you:

• Inventory and map your law firm's specific benefits to help you optimize your resources.

• Create a plan for income replacement in retirement, including advising on capital draws, pension payouts, and more.

• Measure your progress toward your goals and make adjustments as needed.

• Assist with the day-to-day financial details that you may not have time for, so you can reduce your stress and increase your productivity.

• Analyze your current financial plan to see if it's working for you and make recommendations for improvement.

• Proactively monitor your financial life so that we can help you address potential problems before they become serious.

• Provide you with tools, such as our online Wealth Planning portal, so you can see your complete financial picture at a glance.

Your time is precious. Don't waste it managing details that can be outsourced. When you work with Polley Wealth Management, our goal is to help you achieve financial freedom so you can focus on the things that matter most to you.

Here are some specific ways we can help you save time:

• We can handle all of your investment management, so you don't have to worry about choosing the right investments or rebalancing your portfolio.

• We can prepare tax strategies and help you minimize your tax liability.

• We can provide you with financial coaching and advice, so you can make sure your money is working for you to achieve your goals.

We understand that you are busy, and we want to make it as easy as possible for you to manage your finances. That's why we offer a variety of services that can help you save time and achieve your financial goals. 

Contact us today to learn more about how we can help you.