Clarity for Your Wealth, Discipline for What’s Next

Investment Management

Councilor’s fee-only subsidiary, Councilor Wealth helps you manage wealth with intention, not chase markets. As part of an integrated accounting firm, we align your investment strategy with tax and financial planning, so every decision works together, giving you confidence that your wealth is working for your life, today and tomorrow.

Long-Term Thinking for Every Stage of Your Financial Journey

Capture Opportunity in Every Cycle

Time your moves, not the market. Councilor Wealth designs portfolios grounded in evidence-based asset allocation and rebalancing, guided by a structured, repeatable investment process, so your money moves on your terms, not at the whims of the market.

Personalized and Optimized

Your allocation is built around your life, goals, and risk tolerance. We tailor strategies based on your goals, liquidity needs, tax profile, and risk tolerance so you feel confident in your plan.

Fee-Only Fiduciary

No commissions, no product sales, just objective advice. Councilor Wealth is a fee-only fiduciary, compensated solely by clients.

Depth of Expertise

Our team includes professionals with CFP®, CFA, and CPA designations, bringing a depth of expertise to every decision.

Wealth Management Services Based on Your Life, Not a Generic Model

Investment Strategy & Portfolio Construction

Understand why your portfolio is allocated the way it is and why changes are made. We take into account diversification, long-term positioning, as well as cost and tax efficiency, balancing equities, fixed income and other assets in a thoughtful asset allocation that reflects your time horizon and risk tolerance.

Ongoing Portfolio Management & Monitoring

Stay aligned as markets and your priorities evolve. We work with you to plan for key life events, monitoring your portfolio and market conditions to make adjustments that keep your strategy on track with your financial objectives.

Risk Management & Preservation Strategies

Navigate volatility with steady decision making. We incorporate risk mitigation and capital preservation planning to help protect against downside risk while maintaining alignment with your long-term strategy.

Tax-Efficient Investment Management

What you keep matters more than what you earn on paper. We actively look to prevent tax leakage with tax-efficient strategies for asset location, tax-loss harvesting, capital gains management, and more.

Integrated Wealth Coordination

Focus on your full financial picture, not just your investments. Our team coordinates your investment strategy with financial planning, tax planning, estate strategy, and wealth management advisory services, ensuring investment decisions align with your business and financial goals.

Other Dispute Advisory Services

We also support select matters involving business disputes, shareholder issues, contract-related matters, and estate-related conflicts where financial clarity is essential.

Why Attorneys Work with Councilor

Attorneys need financial professionals who are technically strong, practical, and easy to work with. That’s how we approach every matter.

Focused and Relevant

Divorce and related disputes are a core part of our work. We regularly work alongside family law attorneys and understand the financial issues, the pace of matters, and the level of detail required in both negotiated and litigated matters.

Objective and Steady

Whether engaged by one party or jointly, we bring a clear, balanced perspective that supports productive discussion and helps minimize unnecessary friction.

Depth When It’s Needed

We can draw on broader firm resources, including tax and valuation, while staying focused on what matters most to the case.

Clear and Defensible

Our work is organized, transparent, and built to hold up in negotiation or court.

Investment Management Team

Gregory Estes, CFA

Managing Director & CIO

Reema Patel, CPA, CFP

Director & CCO

Jane Ochsman Rowny, CPA, CFP, CDFA

Senior Advisor

Debora May, CPA, CFP

Senior Advisor

Abbie Frishman, MPS, CFP, CDFA

Senior Manager, Divorce Financial Planning Services

Jeffrey A. May, CPA

Co-Founder & Tax Advisor

Drew Culver, CFP, RICP

Client Investment Advisor

Lisa Sippel

Operations Manager

Nakesha Hodo

Financial Operations Associate

Anthi Bourazani, MSF

Senior Financial Planning Associate

Chuck Kimmel, CFP

Financial Planning & Wealth Management Associate

Stephanie Anderson, CFA, CFP, CDFA

Manager, Financial Planning & Wealth Management

Steve Schleupner, CFP, CDFA