For Black Attorneys Earning $250k+

You've mastered
the law. Now
master your wealth.

Concierge financial planning built specifically for high-earning Black attorneys. Tax-optimized strategies, generational wealth building, and a plan you'll actually use, from an advisor who built his practice around your world.

Discover Your WealthCode See What We Do
$250k+
Household income, our exclusive focus
100%
Fiduciary, always acting in your best interest
6
Integrated planning areas under one roof
USA
Nationwide service, wherever you practice
Fiduciary Advisor
Nationwide Service
Attorney-Focused Practice
Tax-Savvy Strategies
What We Do

Six dimensions of your financial life, fully integrated

Every piece of your financial picture works together. We don't just manage your investments , we engineer your entire wealth system.

Cash Flow Planning

A high income doesn't automatically mean financial security. Not without a system for where the money actually goes. We map your income, expenses, savings, and debt so every dollar has a job, and most clients find real leakage within the first month.

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Investment Planning

Evidence-based portfolios built around your goals, time horizon, and tax situation, not a model portfolio designed for the average client. We handle allocation, rebalancing, and tax-loss harvesting so your investments run efficiently.

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Retirement Planning

What does financial independence actually look like for you, and when does it become realistic? We build the math behind that answer, then reverse-engineer a plan to get you there.

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Income Tax Planning

Taxes are most high earners' largest expense, and usually the one with the least strategy behind it. We model your situation year-round and flag opportunities before the window closes.

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Legacy & Estate Planning

The assets you've built don't have to disappear to taxes or probate. We coordinate with estate attorneys to structure wills, trusts, and beneficiary designations that protect your family and reflect your intentions.

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Risk & Insurance Planning

Your income is your most valuable asset, and most high earners are dramatically underinsured against losing it. We audit your existing coverage and identify gaps in disability, life, liability, and long-term care protection.

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Build My Wealth Plan

Serving attorneys nationwide · Accepting select new clients

Why WealthCode

Advice built around your story, not a spreadsheet

Attorney-Specific Expertise

Partnership tracks, contingency fees, rainmaker bonuses, law firm equity, we know your world

Fiduciary. Always

Legally required to act in your best interest. No hidden commissions, no conflicts of interest

Proactive, Not Reactive

We reach out with opportunities before you have to ask, wealth management on autopilot

Community-Centered Philosophy

Black wealth creation changes communities. Your financial success is bigger than you alone

"The racial wealth gap is real , but so is your ability to close it in your family's story. The right plan doesn't just grow your net worth. It breaks a cycle."

For high-earning Black attorneys, the stakes are different. You're not just building personal wealth, you're building the foundation your family and community never had. That requires a different kind of financial partner.

WealthCode exists for one type of client. That specificity is the point. A practice built around your world looks different from one that just accepts anyone who calls.

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How It Works

From first call to full clarity in four steps

No long onboarding. No complicated paperwork. A streamlined process designed for professionals with limited time and zero patience for bureaucracy.

01

Discovery Call

30 minutes to understand your goals, your current situation, and whether we're the right fit. No obligation, no pressure.

02

Financial Deep Dive

We analyze your complete picture, income, taxes, investments, insurance, estate , and identify every gap and opportunity.

03

Your WealthCode Plan

A comprehensive, personalized strategy covering every dimension of your financial life. Clear, actionable, and built for your timeline.

04

Ongoing Partnership

Regular check-ins, proactive outreach, and continuous optimization as your career grows and life evolves.

Begin Step One. It's Free
Matthew Bennett, Fiduciary Financial Advisor at WealthCode
Fiduciary · Fee-Only
Fiduciary Advisor MassMutual Attorney Specialist Nationwide
About Matthew Bennett

An advisor who looks like you and built his practice around you

Matthew Bennett built WealthCode because he kept seeing the same thing: brilliant, successful people who'd done everything right and still had a financial life that wasn't working. Not because they were careless. Because nobody had built them an actual system.

He works exclusively with high-earning Black attorneys and business owners. That focus is intentional. The tax exposure, the extended family dynamics, the wealth gaps that don't come up in most advisory offices — Matthew gets it because he's watched it play out up close. He's not applying a generic framework and calling it personalized.

His approach is direct: explain the reasoning, show the math, make sure you understand why. He's not interested in clients who feel dependent on him. He's interested in clients who feel in control of their own financial picture.

Matthew works with clients nationwide. He takes on a limited number of new clients each year so he can do the work properly.

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Common Questions

Everything you want to know before we talk

No surprises. Here's what every prospective client asks us.

We specialize in serving Black attorneys and business owners with household incomes of $250,000 or more. Our clients include partners at law firms, in-house corporate counsel, solo practitioners, and legal professionals at all career stages. What they have in common is wanting a financial plan that actually accounts for their lives, not a generic playbook that ignores the specifics.
Three things. First, we're fiduciaries, legally required to act in your best interest at all times, with no hidden commissions or product-pushing. Second, we specialize in attorneys, we understand partnership tracks, contingency fees, deferred compensation, and the specific architecture of a legal career. Third, we serve Black professionals specifically, we understand the cultural context, the unique pressures, and the generational responsibility that comes with high-income Black wealth.
Our fee structure is transparent and fully aligned with your interests. We charge a percentage of assets under management and/or a flat planning fee depending on the complexity of your situation and the services needed. There are no commissions and no hidden charges. We'll discuss every detail during your discovery call so there are never any surprises.
Yes, we work with clients anywhere in the United States. Everything happens over video calls and secure digital tools. Geography has never been a reason a client couldn't work with us.
A 30-minute conversation with no obligation and no pressure. We'll learn about your current financial situation, your goals, and what you're looking for in an advisor. You'll have the opportunity to ask anything. At the end, we'll both have a clear sense of whether we're a strong fit to work together.
Absolutely. Many of our clients came to us after realizing their previous advisor was giving them generic advice that didn't account for their income level, profession, or goals. A second opinion is always valuable when managing wealth at this level. We'd be happy to review your current plan and give you an honest assessment , even if that means confirming you're in great hands.
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Book a Discovery Call

Claim your complimentary 30-minute strategy call

No obligation. No sales pitch. Just an honest conversation about your financial future.

Get in Touch

Let's start a conversation

Whether you have questions, want to learn more, or are ready to build your wealth plan , reach out. Every message is answered personally.

Hours

Monday – Friday, 9am – 5pm EST

Service Area

Anywhere in the USA