D2 Partners was founded to give attorneys and high-earning professionals the kind of joined-up, tax-first planning that's usually reserved for the ultra-wealthy.
The two things every guide needs: understanding the problem, and being built to actually solve it.
If you're a smart, high-earning professional, you've probably been handed a model portfolio and a once-a-year check-in — despite having a genuinely complicated financial life: partnership income, equity compensation, multi-state taxes, and estate planning that couldn't wait. That gap is what D2 Partners exists to close, because it was costing people real money and real peace of mind.
You get every recommendation weighed for its tax consequence, not just its return, and direct coordination with your CPA and estate attorney so your investments, tax strategy, and estate documents pull in the same direction. You get it from an independent, fiduciary advisor — never shaped by a product shelf.
Software can build you a portfolio. It can't sit across the table and tell you what actually matters for your situation. A few examples of the calls we've helped clients make.
A newly minted law firm partner moved from W-2 to K-1 income. We rebuilt their withholding into quarterly estimates, timed their capital buy-in, and caught a second state that owed them tax — something their prior advisor had missed.
A business owner's equity compensation was set to vest the same year as a planned company sale. We sequenced the vesting and the sale across two tax years, saving a meaningful six-figure tax bill.
A retiring executive had a CPA, an estate attorney, and an old 401(k) rollover, none of whom talked to each other. We became the one person accountable for making sure their recommendations actually fit together.
Illustrative scenarios based on common situations we see; details are composited and anonymized, not a specific client, and do not represent a guarantee of future results.
Five things every client gets, built into how we work.
You get recommendations that aren't shaped by what a custodian or product shelf needs us to sell — we're independent.
You get a plan built around your goals first — your portfolio follows the plan, not a model allocation.
You get every recommendation reviewed for its tax impact before its return, built in coordination with your CPA.
You get an advisor legally required to act in your best interest — not just held to a suitability standard.
You get one advisor coordinating your CPA, estate attorney, and other professionals — one team, not scattered advice.
Two co-founders, one coordinated approach.
Bio and credentials — TBD ahead of launch.
Bio and credentials — TBD ahead of launch.