Why SignatureLAW®?

Managing a demanding legal career can leave little time to focus on your personal wealth. That’s where SignatureLAW® comes in – streamlining your financial life with personalized strategies tailored to your goals. We’ll align your resources with your vision, so your wealth works as hard as you do, freeing you to focus on what matters most.

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Design Law

Design Law

Craft a personalized financial plan to help support both your current lifestyle and future aspirations

Delegate Law

Delegate Law

Entrust the intricate financial details to us, freeing you to concentrate on your legal practice

Coordinate Law

Coordinate Law

Work with a dedicated team that synchronizes all aspects of your financial affairs, acting as your personal CFO

Net Worthwhile Law

Net Worthwhile Law

Align your wealth with your personal values to live the life you’ve always envisioned

We Understand the Relationship Between Wealth and Worth

We define wealth as the accumulation of more and worth as the achievement of better. At the intersection of Wealth & Worth is where we can help define what “have it all” means to you. Understanding your unique perspective and mindset is key to helping you find the shortest path to your Net Worthwhile®.

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GROW: Building Wealth That Works for You

As a legal professional, your time is precious. We simplify complex financial decisions to help you optimize investment strategies tailored to your income and risk profile.

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PROTECT: Safeguarding Your Future

Your career is demanding; your finances shouldn’t add stress. We focus on protecting what you’ve worked hard to build. We do this by developing risk management strategies that align with your practice and personal life. And we help ensure your family’s financial security with estate planning and asset protection.

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GIVE: Creating a Legacy of Impact

Attorneys understand the importance of making a difference. We help you align your wealth with your values by designing charitable giving strategies to help maximize your impact.

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LIVE: Achieving Balance and Fulfillment

Wealth is a tool to enhance your quality of life. Our personalized approach helps you prioritize work-life balance by delegating financial management to trusted experts.

SignatureLAW® Media & Insights

Life as a successful legal professional doesn’t have to be all business. We know this well, which is why we do more than just help you manage your money. We also offer resources that provide insights on leveraging your wealth, maintaining a healthy work-life balance, and building a worthwhile legacy — all while keeping focused on what matters most to you.

THE SIGNATURELAW® TEAM

Doug Liptak

Doug Liptak, CFP®, CPA

Senior Advisor, Chief Strategy Officer, Board Member, Co-Founder

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Chuck Gray image

Chuck G. Gray, CFP®

Partner, Wealth Advisor

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James Yost

James P. Yost, CFP®, CAIA®, CTS

Partner, Wealth Advisor

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Isobo Amaso, CFP®, CTS

Wealth Advisor

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Allison Porter Image

Allison Porter, CFP®, MBA

Senior Planning Associate

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Ari Garcia Diaz

Ari Garcia Diaz

Planning Associate

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Alondra Martinez

Initiative Executive Assistant

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Ari Edlin

Ari Edlin