Your busy practice means you have limited time to devote to your finances, but it also enables you to be selective when it comes to choosing the right wealth manager.

Whether you’re caring for patients, working with office staff or dealing with stacks of paperwork, you just don’t have the time to give your financial plan, your investment portfolio or your retirement program the thought those important items deserve.

You also understand the importance of:

  • Establishing financial confidence for yourself and your family
  • Preserving your hard-earned wealth in these turbulent times
  • Taking advantage of new opportunities as they arise – without assuming excessive risk

At Schoen Capital Group of Raymond James, our team works hard to help you pursue your goals based on a comprehensive understanding of your finances, your values and your objectives.

Someone's sitting in the shade today because someone planted a tree a long time ago.

– Warren Buffett