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Wealth guidance for physicians and medical professionals

Sailboats in Dock at Sunset

We understand the long hours you put into establishing and running a successful practice. You spend your days with patients and their families addressing their health concerns – you shouldn't also have to worry about managing your money. Yet with factors such as healthcare reform, rising malpractice premiums and reduced revenues, it is imperative to make smart financial decisions.

Your unique requirements include protecting assets from liability risk, tax planning, managing cash flow, mitigating the effects of healthcare cutbacks, managing education debt, restructuring debt, valuating a practice for purchase or sale and, ultimately, achieving financial independence.

You can rely on us to serve as your personal Advisor and provide high-level expertise and advice for your personal financial matters and the needs of your practice. We can serve as your trusted partner to help manage your investments, mitigate your tax burden and offer protection from disability, while also addressing key issues such as estate planning, generational wealth transfer and your philanthropic efforts.

There is no assurance that any investment strategy will be successful. Investing involves risk including the possible loss of capital.