Most wealth management firms focus on products and portfolios. We built something different.
At Alperin Law & Wealth, we design comprehensive financial strategies that protect your lifestyle, support the people you care about, and stay flexible as life changes. Every recommendation connects to your legal plans, tax strategy, and care needs—so your wealth works as one coordinated system, not a pile of disconnected decisions.
As fiduciary financial advisors, our job is to put your interests first. That means objective advice, transparent fees, and a plan that is built around your goals—not around selling you a product.
This is wealth management for people who value foresight, coordination, and peace of mind.
That’s the Alperin Law & Wealth difference.
Who We Help
Our clients typically fall into one or more of these groups:
- Families and individuals with meaningful assets. You want to preserve what you’ve built, minimize taxes, and create a plan that works for today while protecting tomorrow.
- Business owners and professionals. Your financial life is complex—income, investments, business interests, and real estate are all tangled together—and you need a team that can see and manage the big picture.
- Pre-retirees and retirees. You are focused on creating a reliable income, managing risk, and planning for healthcare and long-term care without sacrificing your lifestyle.
- Families dealing with aging or caregiving. You need your money and your plan to support Medicaid strategies, veterans' benefits, asset protection, and the day-to-day reality of caring for someone you love.
If your financial decisions feel increasingly complicated—or disconnected from everything else you’re trying to accomplish—our integrated wealth management and financial planning approach was built for you.
Why We Started Offering Wealth Management Services
As our estate planning, elder law, and business clients accumulated wealth, the questions became more complex:
- How do I turn my assets into a reliable income?
- How do my investment decisions affect my taxes and estate plan?
- How do I plan for long-term care without derailing retirement?
- How do I protect a spouse while preserving assets for children?
- How do I align business exits, real estate, and investments?
To better serve our clients, we built a wealth management model designed to integrate fully with our legal, tax, and life care planning services—ensuring every decision supports the same written plan.
