Advisor: Dennis Wolfe, CFP^®
Advisor: Tony D’Andrea, CFP^®
Support: Amy Bee

Dennis and Tony call upon the collective experience of our group and their backgrounds as CPAs and as former advisors at a financial firm that managed physician practices to execute financial plans and solutions to best serve their clients’ needs.

They understand their clients lead busy, fulfilling careers and lives, and are often challenged by the great demands put on their time. Finding established and well-regarded financial guidance is the prudent course of action for these clients

Dennis and Tony specialize in serving the financial needs of physicians and other higher-income professionals, as well as helping young families navigate issues such as funding the college educations of their children.

They offer sound financial strategies and solutions to help clients grow and preserve their assets, manage their tax burdens and meet significant financial benchmarks and goals.

Physicians have unique requirements such as protecting their assets from liability risk, tax planning, declining incomes from health care cutbacks, managing education debt,  independent contractor issues and achieving financial independence.

Our group can collaborate with other qualified professionals who can create family limited partnerships or asset-protection trusts, secure umbrella insurance coverage and help physicians find solutions for dealing with managed care reimbursement cutbacks and rising practice expenses.*

CFP^® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

*Changes in tax laws may occur at any time and could have a substantial impact upon each situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisor's of Raymond James & Associates we are not qualified to render advice on tax or legal matters.