Medical & Dental

The most important aspect of any medical practice is its patients. Every physician and medical professional want nothing more than to provide the highest quality care to every patient. This requires time to see the patient, discuss medical issues, run tests, administer treatment, and more.

The last thing that should get in the way of your patients’ care, your practice or your personal life is the stress of wealth management and the complexities that accompany it.

I provide full wealth management services to medical professionals. Whether you’re a general physician, specialist, dentist, or any other medical provider, I will manage your finances allowing you more time to accomplish your professional and personal goals.

With over 20 years of experience in financial services, I focus on medical professionals because I understand your needs. Wealth management is not the same for everyone. I will develop financial strategies that work for you, allowing you to grow your practice as efficiently as possible.

My constant objective is to protect and increase your financial wealth and health. I want to give you more free time and less worry. Between managing your practice, managing legal and accounting requirements, time is precious. I understand that if you spend time dealing with non-medical issues, personal time with family is lost. This is not ideal, nor acceptable.

My team and I can help you with your financial management, wealth planning, tax efficiency planning and estate planning needs. I have collaborated with young medical professionals to establish a solid financial plan and ensure a bright future and have advised seasoned doctors to become more efficient with managing their wealth.

Through this time, I have proudly helped physicians in a variety of practices grow their corporate and personal wealth. Just as importantly, I have given them more time to concentrate on what matters to them most.