WEALTH GUIDANCE FOR PHYSICIANS AND OTHER MEDICAL PROFESSIONALS

We understand the timeless commitment you put into establishing and running your 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, valuating a practice for purchase or sale and, ultimately, achieving financial independence.

You can rely on us to 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, and mitigate your tax burden, while also addressing key issues such as estate planning, generational wealth transfer and your philanthropic efforts.