Knowledgeable insight with a disciplined approach for professionals

With physicians, attorneys, engineers and other professionals in challenging careers, time is often at a premium. However, time is necessary for addressing the significant and often complex financial matters professionals face.

For example, physicians have needs similar to business owners, but with particular emphasis on risk management. They have a small group of employees, so their company retirement plan options are more limited. Other unique requirements include preserving assets from liability risk, tax planning, mitigating the effects of healthcare cutbacks, managing education debt and independent contractor issues.

Attorneys may specialize in trust and estate planning, ERISA regulations, securities law or other dimensions of the investment world; hands-on financial planning is something else entirely. They likely don’t have the time or desire to structure their own financial plans or manage their own portfolios.

We have guided the financial affairs of professionals for many years and not only understand their needs, but have the expertise to manage their wealth in a prudent and detailed manner.