Security
Protect what you’ve built with legal structures created to preserve wealth, ensure control, and provide peace of mind.
Legal.
Tax.
Wealth.
LIFE.
All In House.
All For You.
All For You.
Planning to Protect Your Tomorrow.
Your Trusted Advisors for Life.
At Alperin Law & Wealth, we don’t just provide cutting-edge advice tailored to your specific situation and calculated to achieve your goals. We deliver clarity, advocacy, and results—through coordinated strategies guided by advisors who truly have your best interests in mind.
LEGAL
We’re not just document drafters—we’re estate planners, elder law attorneys, business lawyers, and real estate attorneys, as well as trusted advisors who help you protect your legacy and ensure your wishes are carried out with precision and care. From revocable living trusts to business succession planning and real estate transaction guidance, our team crafts strategies that protect your assets, preserve your intentions, and adapt as your life evolves.
TAX
Traditional tax preparation looks backward at what's already happened. Our proactive tax strategies look forward, identifying opportunities to minimize your tax burden before year-end decisions are locked in. At Alperin Law & Wealth, tax planning is not an afterthought—it’s a core part of your strategy to minimize what you owe and preserve what you’ve earned.
WEALTH
Your investments should work with your legal and tax strategies—not apart from them. Our advisors build sophisticated portfolios that reflect your goals, risk tolerance, and time horizon—all fully integrated into your broader financial plan. Our investment guidance isn’t commission-driven or market-dependent. We use disciplined, low-fee, evidence-based models on a fixed-fee basis that rewards clarity, not speculation.
LIFE
Planning isn’t just about numbers—it’s also about the people you love. Whether it’s your aging parents or a spouse needing long-term care, our elder care coordination services help you protect assets, secure care, and preserve peace of mind while serving as your trusted fiduciary.
It’s time to stop piecing together advice. Experience planning the way it was meant to be. Schedule your private consultation today.
What’s at Risk Without Integrated Planning?
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Planning gaps that jeopardize your retirement and legacy
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Missed tax savings from uncoordinated strategies
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Wealth drain from disconnected advisors pulling in different directions
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Stress and confusion when facing elder care or incapacity planning without support
The Alperin Law & Wealth Advantage: Reimagining Planning for High-Achieving Families
Savings
Benefit from proactive, personalized tax planning that helps you retain more of what you earn—year after year.
Stewardship
Cultivate your portfolio with integrated investment strategies tailored to your life, goals, and risk profile.
Support
Get help with elder care and long-term planning needs, ensuring dignity and financial stability for your loved ones.
Fiduciaries. Counselors. Advocates. Alperin Law & Wealth Is Your Trusted Advisor for Life
You’ve outgrown cookie-cutter financial advice. For high-achieving families like yours, the old model—scattered advisors, siloed strategies, and fragmented communication—simply leaves too much to chance. Alperin Law & Wealth was built to be different. Founded by respected attorney and counselor Scott Alperin, our firm was born from a simple truth: smart professionals and business owners deserve more than a patchwork plan for the future. We’re not here to sell products or manage portfolios based on market whims. We’re here to deliver clear, coordinated advice—for life. This is planning the way it should be: cohesive, intentional, and built around the life you want to live.
Legal
Scott Alperin
Principal Attorney and Co-Chair of All Departments
Legal
Ryan R. Reyes
Chair, Estate Planning Department, Co-Chair, Litigation Department.
Legal
Lindsay Frederick
Co-Chair, Real Estate and Business Law Department
Legal
Justin Pierce
Co-Chair, Estate and Trust Administration Department
Legal
James Backus
Attorney
Legal
Mike Sweeney
Attorney
The Alperin Law & Wealth Planning Process
1
Discovery Meeting
We start with a no‐pressure conversation to understand your personal and financial circumstances. You'll learn how our Integrated Planning Cycle™ works—and whether we’re the right long-term partner for you.
2
Preliminary Data & Fee Proposal
Before formal engagement, we request a few key documents and a completed intake questionnaire to understand the complexity of your situation. This allows us to quote a tailored annual planning fee.
3
Engagement & Financial Plan Development
Once you commit, we execute engagement documents and initiate onboarding. We review your documents, establish your financial baseline, and build your integrated financial plan across investment, tax, and legal matters
4
Financial Plan Presentation
We present your integrated financial plan—highlighting key opportunities and confirming top priorities. Next, we securely link your accounts for ongoing monitoring. At this stage, your client portal is fully activated.
5
Transition To Integrated Planning Cycle™
After the plan review meeting, we meet internally to build your personalized service calendar and assign action steps. You officially enter our ongoing Integrated Planning Cycle™, our year-round process for putting your plan into motion.
Integrated Planning Cycle™
Clarity. Confidence.
Ongoing Care.
1
Annual Strategy Refresh
We start each year by revisiting your goals, risk tolerance, tax picture, and estate plan. This ensures your overall plan remains aligned with your life, the markets, and current law.
2
Priority Execution & Monitoring
We tackle your top priorities one at a time—whether that’s funding trusts, executing Roth conversions, advising on gifting strategies, or restructuring business entities. We coordinate and follow through until complete.
3
Targeted Reviews
We proactively address topics such as RMDs, charitable rollovers, retirement income adjustments, or insurance coverage—all timed to your service calendar and needs.
4
Investment Oversight
Your portfolio is reviewed regularly to ensure it remains tax-efficient, risk-aligned, and funding your goals. We guide rebalancing, asset location, and cash reserves as part of the plan.
5
Year-End Planning & Adjustments
As the year ends, we confirm that everything has been executed as intended—from tax moves to legal updates—and begin preparing for next year’s planning cycle.
Trusted, Integrated Planning for Professionals and Their Families
Access Your Financial Life — ALL IN ONE PLACE
Our secure online Client Vault gives you 24/7 access to your integrated financial plan, legal documents, tax records, investment reports, and more—all in one streamlined, private location.
Whether you're reviewing your estate plan, checking on investment performance, or tracking action items from our team, your Client Vault ensures everything is just a click away.
Secure. Simple. Seamless. Planning the way it should be.
Our Clients Say It Best.
Planning Built Around You. Legal, Tax & Wealth in One Place
Learn How to Secure Your Future at One of Our
Free Seminars
We offer FREE educational seminars and webinars to the public and cover various topics on estate planning and elder law. Learn at our office or from the comfort of your own home.
BLOGS
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Posted on 01/12/2026Lots to Celebrate in 2025: Holidays and Milestones
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Posted on 01/12/2026Why It’s Important to Have a Digital Estate Plan — Regardless of Your Age
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Posted on 01/12/2026DNA Surprises and Estate Planning What Genetic Testing Means for Your Legacy
FAQs
LIBRARY
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Posted on 11/14/2025Alperin Law & Wealth November 2025 Newsletter
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Posted on 10/03/2025Clients We Serve
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Posted on 09/09/2025Alperin Law Newsletter September 2025