Financial Advisory Services for Law Firms — Wealth Management

Barking Sands Capital helps law firm owners, partners, and legal professionals align wealth, retirement, tax, insurance, and investment decisions through coordinated, fee-based advisory guidance. With CFP® and ChFC expertise, active investment management, and a client-first process, the firm builds strategies designed to support income, risk management, succession goals, and long-term financial confidence.

Financial advisor meeting with law firm partners

Our Financial Advisory Services Services

Coordinated wealth management services for law firm owners, partners, and professionals with complex planning needs.

Financial Planning

Integrate legal, insurance, tax, retirement, and financial planning into one coordinated strategy using Barking Sands Capital’s proprietary InteProcess™ and a team-based advisory approach.

Asset Management

Build and manage dynamic portfolios backed by research, core equity selection, risk awareness, portfolio analysis, diversification strategies, and separately managed account guidance.

Retirement Planning

Coordinate retirement analysis, 401(k) rollovers, asset distribution strategies, Roth IRA conversions, and cash-balance planning for law firm owners and partners.

Tax Optimization

Address business owner tax strategies, AMT planning, Roth IRA conversion timing, and tax-retirement coordination alongside your CPA and other designated professionals.

Protection Planning

Evaluate insurance needs and risk protection as part of a full-service financial planning approach for professionals, families, and business owners.

Business Consulting

Support law firm owners with business planning, cash-balance plan considerations, compensation planning questions, and coordinated strategies for owner-level financial decisions.

Financial advisor explaining wealth strategy process

Our Integrated Wealth Advisory Process

Clarify Goals and Financial Priorities

The advisory team begins by learning your law firm role, income structure, business interests, family priorities, risk concerns, and long-term objectives. This discovery step creates the foundation for advice that reflects both professional responsibilities and personal wealth goals.

Review Your Complete Financial Picture

Coordinate Advisors Through InteProcess™

Implement Tailored Wealth Strategies

Monitor Progress and Adjust Over Time

The Barking Sands Capital Difference

Why Choose Barking Sands Capital?

Barking Sands Capital is a solution-based firm that pairs transparent structure and credentialed guidance with coordinated planning for law firms and their clients' complex wealth decisions.

Independent

Fee-based RIA model promotes transparency and avoids commissions on managed accounts.

Integrated

InteProcess™ coordinates tax, legal, insurance, retirement, and investment planning professionals.

Credentialed

CFP® and ChFC credentials support sophisticated advice for complex professional wealth decisions.

Personal

Personalized service combines large-manager sophistication with attentive advisor relationships.

Meet The Advisory Team

Credentialed advisors delivering coordinated, client-first financial guidance.

Portrait of JB L'Esperance, Principal and ChFC at Barking Sands Capital

JB L'Esperance

Principal, ChFC

JB L'Esperance is a co-founder and Principal of Barking Sands Capital (The L'Esperance Group, LLC), holding the prestigious Chartered Financial Consultant (ChFC) designation. With a career that began right out of college in Michigan's Upper Peninsula, JB has built deep expertise in investment management, retirement analysis, estate planning, and small business planning. Licensed in life and health insurance in both Michigan and Minnesota, he has maintained lasting relationships with many of his earliest clients — a testament to his commitment to delivering excellent service and real value. The oldest of six siblings, JB developed strong teamwork and family values early, qualities that define his client-first advisory approach. He and his wife Kelly reside in Independence, Minnesota, where they continue growing their Midwest financial planning practice.

Portrait of Kelly L'Esperance, Principal at Barking Sands Capital

Kelly L'Esperance

Principal

Kelly C. L'Esperance is a co-founder and Principal of Barking Sands Capital (The L'Esperance Group, LLC), bringing a strong background in investment services, fixed income investing, retirement and education planning, and investment portfolio management. With five years of experience at one of the nation's largest commercial banks, Kelly joined her husband and business partner JB to build an independent, fee-based advisory firm grounded in putting clients' needs above all else. Growing up in Michigan's Upper Peninsula, where her family ran small resort businesses, Kelly developed an entrepreneurial spirit and deep appreciation for personalized service. Kelly resides in Independence, Minnesota, with JB and their two children.

Portrait of Curtis Hewitt, Advisor at Barking Sands Capital

Curtis Hewitt

Advisor

Curtis Hewitt is an Advisor with Barking Sands Capital, specializing in Medicare Planning and Long Term Care. Based in Marquette in Michigan's Upper Peninsula, Curtis brings a dynamic entrepreneurial career to his advisory role, having successfully started, managed, and sold multiple businesses throughout his professional life. He is also co-founder of MSIS Agency. Curtis holds a degree in Architectural Design from Lansing Community College and a Business Management degree from Colorado Technical University, where he graduated Magna Cum Laude. He holds Life and Health insurance licenses along with Series 6 and Series 63 registrations. A dedicated community servant, Curtis has served as president of a local Women's Shelter, school board member, and co-founder of a youth mountain biking program. He resides in Marquette with his wife and four children.

Portrait of Tara Handy, Client Relationship Manager at Barking Sands Capital

Tara Handy

Client Relationship Manager

Tara Handy is the Client Relationship Manager at Barking Sands Capital, bringing more than two decades of experience in the financial services industry. She specializes in client service, account management, and operational support, ensuring that both advisors and clients receive responsive, accurate, and professional assistance. Tara holds Series 7 and Series 63 securities registrations, Life and Health Insurance licenses, and is a commissioned Notary Public. She earned her Bachelor of Science in Business Administration from Gardner-Webb University. Known for building strong, lasting relationships, Tara is dedicated to making every client interaction seamless and reliable. She resides in western North Carolina with her husband and three children, and values hard work, strong relationships, and serving others in every aspect of her life.

Portrait of Andrea Cervena, CFP® at Barking Sands Capital

Andrea Cervena

CFP®

Andrea Cervena is a Certified Financial Planner (CFP®) with Barking Sands Capital, bringing over 20 years of financial industry experience spanning three continents and multiple sectors including banking, real estate, hospitality, and sports. She holds a BA in International Business and Business Administration from Minot State University and an MA in International Relations from the International University of Japan. Since 2020, Andrea has focused exclusively on personal finance, earning her CFP® designation and assisting clients with Tax Planning, Estate Planning, Retirement Planning, Education Funding, and Budgeting. Her service-oriented approach and global perspective allow her to craft creative, tailored financial solutions. Outside of work, Andrea is an active volleyball official, cycling community ambassador, and Masters Ski Racing board member.

Frequently Asked Questions

What are wealth advisory services?

Wealth advisory services combine financial planning, investment management, retirement strategy, tax coordination, insurance review, and estate considerations into one organized plan. For law firms and legal professionals, this often means aligning partner income, business ownership, retirement contributions, risk management, and long-term family goals so decisions work together rather than in separate silos.

How can financial advisory services help law firm partners?

What services are included in wealth management for law firms?

Do you help with tax planning for attorneys and law firm owners?

Can you advise on retirement plans for law firms?

What makes Barking Sands Capital’s advisory model different?

What information should we prepare before an advisory meeting?

How do you manage investment risk for legal professionals?

Still Have Questions About Wealth Planning?

Get answers from a credentialed advisory team.

Credentialed Guidance

Awards and Recognition

Certified Financial Planner certification badge

Certified Financial Planner

Recognized standard for comprehensive financial planning.

Chartered Financial Consultant certification badge

Chartered Financial Consultant

Advanced credential for integrated wealth guidance.

Licensed advisory team certification badge

Licensed Advisory Team

Licensed support across investments and insurance planning.

Start Building a Coordinated Wealth Strategy

Share your goals, concerns, and current planning questions. Barking Sands Capital will respond with next steps for a focused advisory conversation.

Contact Us Today

For immediate assistance, feel free to give us a direct call at 952-500-8854. You can also send us a quick email at jb@barkingsandscapital.com.