If you are an attorney and are frustrated or feel disinterested in your days at a law firm this may be your solution!

Many of our most successful associates are attorneys. They found the connection between their law degree and our business model intriguing and have made excellent careers for themselves.

Here is an observation and testimonial that you can relate to.

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Richard M. Rubenstein

I develop long term relationships with my clients and base them on integrity and commitment to them, their families, friends and businesses. Our initial work together is the coordination and integration of all aspects of their business and personal finances. My role is to provide professional counsel to all financial aspects of the client. My goal is to provide my clients with the financial confidence necessary to maximize efficiency and effectiveness in achieving great success, wealth and financial freedom. As a practicing attorney and financial services professional with over 19 years experience, I am uniquely qualified to assist my cl...

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Joseph D. Biegel

B.A. Johns Hopkins University J.D.  George Washington University Law Center Series 6, 7, 63, 65, Life & Health licensed Joe spent over 20 years at large financial services organizations where he was responsible for complex multi-billion dollar transactions in both legal and non-legal capacities. He then joined a “sister” firm of Strategies for Wealth in the Washington, DC area that had been his financial advisor for many years and had helped maximize his family’s overall financial situation. Subsequently, Joe and his family fulfilled a lifelong dream of moving to the New York City area and Joe continued his work by joining S...

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