Maplewood Wealth

At Maplewood Wealth, we solve the specific structural math problems facing high-earning corporate attorneys. We help in-house counsel in their 30s and 40s optimize their corporate compensation, build a permanent tax shield around their equity, and buy back the autonomy to retire in their 50s.

Standard financial advice often ignores the complex tax traps built into legal compensation. Between navigating the 22% RSU withholding gap, the new OBBBA SALT deduction cliffs, and the phase-out of student loan deductions, earning a high salary usually just means dreading April 15th. We fix the math by integrating low-cost investment management with ongoing, proactive, in-house tax preparation.

We also know that for many attorneys, true financial success means aligning your wealth with your ethics. Through aggressive charitable tax planning and the strategic use of Donor-Advised Funds, we help progressive professionals minimize their tax exposure while directly funding the civil rights, environmental, and labor causes they care about most.

You spend your days mitigating risk for your company. Let us mitigate the risk in your personal finances. Stop guessing at your tax exposure and let's build your exact blueprint for financial independence.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

1429 W Saint James Pl Arlington Heights, IL 60005 Phone: (309) 825-8939

Primary Office

1429 W Saint James Pl Arlington Heights, IL 60005 Phone: (309) 825-8939