
Finally, a proven wealth management service designed exclusively for lawyers who want to build, protect, and grow their wealth
Trusted by 140+ legal professionals and their families
5-star rating

Does it feel like you're working endless hours, only to worry that your financial future isn't as secure as your legal career?

With 25 years of experience, Jeffery has helped over 140 lawyers and their families build and preserve greater wealth, secure their futures, and enhance the legacies they leave for generations to come.
He's also the host of The Wealthy Lawyer Podcast, where he shares insights on wealth-building, legacy planning, and financial strategies tailored for professionals like you.
Our clients don't just get investment advice—they gain clarity, control, and confidence in every financial decision, from early career debt management to multi-million-dollar estate planning.

Finally achieve financial clarity. Our system helps you grow and protect wealth so you can focus on practicing law, not managing spreadsheets.

Stop losing money to overcomplicated tax structures. We'll implement innovative, lawyer-specific tax strategies that put thousands back in your pocket each year.

Gain peace of mind knowing your spouse, children, and dependents are covered with comprehensive estate and insurance planning, tailored to the unique risks of your profession.
Sit down with us (virtually or in-person) for a 30-minute strategy call. You'll walk away with at least one actionable wealth-building strategy.
We'll design a tailored plan that covers tax, investment, retirement, and estate strategies, all built specifically for the legal profession.
With your plan in action, you'll finally feel secure knowing your financial future (and your family's future) is protected, optimized, and growing.
"Before working with Lamont Wealth Strategies, I was drowning in confusion about taxes and investments. Within 6 months, they saved me more in taxes than I paid them in fees. Now I feel in control for the first time in years."

Sarah M.
Partner at AmLaw 100 Firm
"I wasted years on generic advisors who didn't understand how lawyers get paid. With Lamont Wealth Strategies, everything clicked. My wealth is growing, my family is protected, and I actually look forward to retirement planning now."

David L.
Mid-Career Attorney
Most advisors don't understand lawyers' unique income structures or tax challenges. We specialize exclusively in lawyers—so your plan isn't generic, it's laser-focused on your world.
What if I'm just starting my career?
Perfect. The earlier you start, the bigger your results. We'll help you tackle student loans, set up investments, and avoid costly mistakes.
Is this expensive?
No—our fees are transparent and structured so that the value and savings we generate far outweigh the cost. Most clients recoup multiples of their investment within the first year.
Yes. We help your whole family build a secure, tax-smart financial future.
Law is your specialty. Wealth management is ours. Together, we'll create the future you and your family deserve.
30-minute consultation • No obligation • Immediate value
Personalized wealth strategy • Lawyer-focused expertise
Virtual or in-person meetings available

Exclusive wealth management for lawyers. Building, protecting, and growing wealth for legal professionals and their families.
+1 647-699-3357
Serving lawyers nationwide
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