A focus on physicians entering or in retirement

We have a well-regarded reputation for serving physicians who are in the later stages of their careers and are looking to address the many questions and concerns that the transition to retirement raises.

While they have dedicated their lives to helping others and worked extremely hard to earn their wealth, many physicians we serve don’t have a lot of confidence or experience with investing on their own, so it’s understandable that they may be uncomfortable with managing their own finances.

Wisely, they know they need assistance with selling their practice and transferring their wealth from their practice to their personal accounts. As the son of a physician, Jason Sobin knows that they can be so busy that there’s often little time for their personal lives. The last thing they want to do is spend their limited free time managing their portfolio.

We know that preserving wealth and managing risk take on added urgency at this stage of your life. We can provide wealth management strategies and services that go beyond investments to every aspect of your financial life, collaborating with your accountant and attorney, when appropriate, on tax strategies, estate planning and wealth transfer.

We work to help you maintain your accustomed lifestyle, generate income with minimal tax consequences, safeguard your wealth from unexpected events, and provide for your family. All designed to leave you time to enjoy your well-earned lifestyle.