Integrated and Holistic Wealth Management for Physicians
Would you like to feel more confident and secure about your financial future?
Managing your finances can be stressful and time-consuming, and may distract you from the things you should be doing – focusing on practicing medicine, building wealth and spending time doing the things that are most important to you.
We understand what you care about:
- Building trusted financial relationships to help manage all things financial in your life
- Having a partner who can help your family take care of financial matters, if you are unable
- Finding a work/life balance and having more time to focus on things and people you love
- Knowing you’re properly protected from potential liabilities
- Establishing a family legacy
- Achieving financial freedom
We’ve worked extensively with physicians and can help you:
- Manage your financial life due to the limited time available to focus on finances
- Avoid delays in saving for retirement
- Mitigate the risk associated with having substantial assets
- Manage your employer-sponsored retirement plan
- Address the complexities of purchasing, transitioning or selling a private practice
- Develop strategies for complex estate planning
- Evaluate outside business and financial opportunities