Your future’s best ally.

TriCord Legal: Where Financial and Legal Advice Unite

We simplify complex challenges so you can focus on growing your business with confidence. Our integrated services offer everything your business needs for financial success now and for the next generation.

“What I appreciate about working with Jeremiah is that he makes the complex easy to understand. He answers all my questions with genuine care, which helps me to feel confident and secure, knowing our plan is the best outcome for my family's future.”

As commercial real estate brokerage owners, we have referred Jeremiah's services to multiple clients. Jeremiah goes above and beyond for our clients providing legal services, contract interpretation, and financial guidance. He has a wealth of knowledge and is responsive to clients' needs.

Legal Expertise, Financial Strategy

TriCord Legal Services, Inc. is a separate company affiliated with TriCord Advisors and provides legal services to our clients when appropriate.

Prior to joining the TriCord Advisors team, Jeremiah Lee spent seven years with Best Best & Krieger LLP, a full-service law firm with over 200 attorneys and 10 offices. He practiced as a business attorney in California focusing his time on mergers and acquisitions, estate planning, and business and succession planning.

Meet Jeremiah J. Lee, J.D. CFP®
Principal & Chief Executive Officer

Your Financial Planner and Attorney, All in One.

Jeremiah helps business owners and professionals take control of their finances and get excited about their futures. He is both a financial planner and an attorney—providing holistic services that add real world value to clients’ lives. Jeremiah joined TriCord Advisors, Inc. in 2020 and founded TriCord Legal Services, Inc. to provide legal services to the clients of TriCord Advisors when needed.

Legal Services for Business Owners

If you’re a business owner juggling legal and financial needs, it’s crucial to have the right team to guide you through the complexities of business planning and entity formation. Our legal services, led by Jeremiah Lee, offer tailored solutions that go beyond typical legal advice.

From setting up your business structure to planning for long-term success, TriCord Legal Services, Inc. specializes in providing strategic insights that can help you make informed decisions.

Whether you’re just starting out or looking to optimize your current operations, our expertise in business planning and legal services ensures that your foundation is strong and your future is secure.