You Manage Your Practice,
We'll Manage Your Wealth
Regardless the phase of your career, owning a medical or dental practice is complicated. The combined stresses of your patients, your business, and your personal finances can be overwhelming. Thankfully, we are here to lighten the load.
Medical & Dental Practioners
Engage a Specialist
We manage your finances so you don't have to. You didn't become a Physician or Dentist to worry about retirement plans, estate planning, and investment portfolios. Leverage our decades of financial advisory knowledge so you can do what you do best: care for patients.
Diagnose Your Condition
The starting point for every client is a robust and detailed assessment of your financial condition. Determining where you stand with regards to liquidity, cash flow, risk tolerance, and investment objectives provides a necessary foundation.
Prescribe a Plan
Making progress towards your goal doesn't happen by accident - it takes specific actions. We identify those actions in a comprehensive financial plan that takes into account your circumstances, objectives, and constraints.
Consistent Care
One of the things wealth and health have in common: they aren't stagnant. Frequently check-ups and active management of your circumstances are necessary to drive results required by your plan.
