Our wealth management team helps individuals, families, and business owners in Las Vegas and across Nevada grow, protect, and transfer their wealth with confidence.
No two financial journeys are the same. Your income, assets, business interests, and family dynamics all shape the right strategy for you — so we start by understanding your complete financial picture, then revisit that strategy as circumstances change.
We combine tax, legal, and financial planning expertise to design customized strategies rather than offering prepackaged products.
Investment Advisor Representatives work through OneAmerica Securities, Inc., registered with FINRA and SIPC. Allegis Financial Partners operates independently of OneAmerica Securities, Inc.
Every engagement is tailored to your situation. Below are the specific areas we cover.
Portfolio design aligned with your goals, time horizon, and risk tolerance, with ongoing monitoring and rebalancing.
Personalized retirement income strategies, Social Security and pension optimization, and required minimum distribution planning.
Coordinating your investments with your overall tax situation, including capital gains and deduction management.
Speak with an attorney who is also a licensed CPA. Your consultation is free and confidential.
From your first call to long-term strategy, here is exactly what to expect when you work with us.
We learn your income, assets, business interests, and family dynamics before recommending anything.
We analyze your complete financial picture alongside your tax and legal situation.
You receive a tailored plan — not a prepackaged product — covering investments, retirement income, and tax efficiency.
We monitor and rebalance your portfolio and revisit the strategy as your life and the tax code change.
Lenny Whiting
Admitted 2012 · NV Bar #14822
I founded CPA Attorney LLC to fill the gap between accounting and legal strategy. With dual credentials as a licensed CPA and Nevada attorney, I help clients keep more of what they earn — legally and permanently.
Full bioAnswers to the questions we hear most often about wealth management.
Have questions or need legal assistance? Contact us today — our team is here to help. Whether by phone, email, or through our online form, we're ready to listen and provide the support you need.
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