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  • Somers NY - 3DG
    341 Route 202 Ste 1A Somers, NY 10589-3244 T: 914.276.2475 TF: 866.729.8764 F: 866.597.3934
    Map and Directions Map and Directions
Copper Beech Wealth Management Group of Raymond JamesCopper Beech Wealth Management Group of Raymond James

Helping physicians address their unique needs

As a healthcare professional, you’ll need personal and professional financial guidance as you build and grow your career. You’ve worked hard to care for others, as have we. We understand your unique needs to protect against liabilities and other risks; preserve your assets from excessive taxes; mitigate the effects of healthcare cutbacks; manage education debt and, finally, pursue financial independence. You also have other priorities to save for – a home, a family, retirement – while facing healthcare reform, rising malpractice premiums and reduced insurance payouts. We understand the unique financial issues you face and why it’s more important than ever to make smart financial decisions now to prepare for the future.

We help by creating a wealth management plan that is designed to address every important aspect of your practice and personal life, including everything from funding your children’s college educations to having an estate plan. By collaborating with your tax and legal advisors, we can create family limited partnerships or asset-protection trusts, secure umbrella insurance coverage, and help you find solutions for dealing with managed care reimbursement cutbacks and rising practice expenses.

You can rely on us to provide customized guidance to manage and preserve your hard-earned wealth.

Services Include

  • Risk Management and Insurance
  • Cash Flow Analysis
  • Debt Management Strategies
  • Smart Borrowing Options
  • Investment Advice and Education
  • Tax Considerations
  • Practice Management and Business Planning
  • Accelerated Retirement Planning
  • Estate, Legacy and Charitable Planning

Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.

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Copper Beech Wealth Management Group of Raymond JamesCopper Beech Wealth Management Group of Raymond James
  • 341 Route 202 Ste 1A Somers, NY 10589-3244
  • T: 914.276.2475
  • TF: 866.729.8764
  • F: 866.597.3934
  • Map & Directions
  • Map & Directions
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


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