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Healthcare Professionals

Client Centered

We help healthcare practitioners and their families optimize wealth, both inside and outside their practices, consistent with their values. Your financial situation is unique and so are our strategies. We don’t settle for out-of-the-box solutions and neither should you.

We offer the same vigilance that you give your patients.

Our areas of expertise include tax-efficient investing, debt management, retirement plan design and management, portfolio management, insurance needs analysis, asset protection, and family wealth education. With our affiliated professionals, we offer practice valuation, purchase and succession planning, practice management consulting, and commercial and professional liability insurance.

We utilize state-of-the-art technology and years of collective expertise to assess your current situation, customizing a plan that aligns with your specific goals and values. We provide clients with easily digestible, personalized digital reports that present their entire net worth on a single page, with clear indicators of the impact of their financial decisions.

Some common themes among healthcare professionals that we address in a personalized manner:

Your experiences, beliefs, philosophies and goals are unique. Your professional life impacts your personal finances. We’ll help you build your own financial plan around core values while simplifying your financial life.

While gross portfolio returns are essential, we believe focusing on after-tax returns is more important. As an individual in a high tax bracket, you need strategies to keep more of your investment returns. We’ll show you techniques to make your portfolio more tax-efficient.

You don’t want to alter your lifestyle in retirement, so how will you know if you’ve saved enough to see that reality? We run cash flow models to show you how you’re doing relative to your goals to ensure you’re on track.

Assets like commercial and rental real estate can diversify holdings and income, but they also come with liquidity, tax and titling issues. Let us help you coordinate these assets with your other investments.

Professional liability is, unfortunately, a critical issue for anyone in healthcare. While it is undoubtedly essential to title assets and fund trusts, there are additional strategies to consider. We will work with you and outside counsel to help protect your family's assets from professional liability.

When the time comes to contemplate retirement or a practice sale, we can help. Working with outside counsel like valuation specialists, succession consultants and tax professionals, we can help you position yourself for an optimal outcome.

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