Do you work with my attorney and CPA, or replace them?

We work alongside them. Mint Wealth Management is a wealth-planning and investment-advisory practice, not a law firm or accounting firm. Legal documents are prepared by your attorney; tax returns and formal tax opinions are handled by your CPA. Our role is to coordinate the wealth strategy across those advisors so decisions are made once and consistently — and to fill in the personal-planning work most transactional advisors do not do.