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What makes us different is our ability to combine high-level financial expertise with real-world empathy, responsiveness, and relationships. We don’t believe in one-size-fits-all solutions — we believe in helping people navigate important moments with clarity, confidence, and a long-term perspective.
As founder and CEO of LawVest, George focuses on settlement planning, Qualified Settlement Funds, structured settlements, special needs planning, disability insurance, and advanced insurance solutions for the legal community.
Phoebe supports plaintiff attorneys and law firms with fee deferral and wealth planning strategies while overseeing LawVest’s social media and marketing content.
Joseph supports attorneys by offering specialized insurance strategies that protect settlements and by providing solutions for special needs trusts following settlement agreements.
I am passionate about building strong relationships and creating exceptional client experiences. With a background in the insurance and financial services industry, I focus on helping clients navigate important decisions with confidence, clarity, and trust. My commitment is to provide personalized support, meaningful communication, and long-term value in every interaction
If you’ve ever felt that legal conferences are outdated and inefficient, you’re not alone. That’s why Lawvest exists—to help attorneys like you grow and streamline your practice in the digital age.
We’ve done the work for you:
Let Lawvest help you focus on what matters most: your clients and your practice.
Booking a consultation with our expert financial advisors is simple. Discover how Lawvest can help you achieve your financial goals today.