McCallum Wealth Management specializes in servicing dentists to make their lives easier and to provide peace of mind. We understand that dentists lead busy lives, managing their practice, lifestyle and continued personal education needs. This is why we have established a proven financial roadmap to ensure that we can help dentists focus their time to patients and staff, to their family and to their personal development, by planning and implementing the financial aspects of their lies with a one-stop-shop solution. No matter if you are an associate starting off in dentistry, established and managing a single or multiple practices, planning to transition, or sell your practice and retire - we can help.
Wealth management solutions for every stage of your dentistry career:
We specialize in providing dentists and specialists with:
- Tax Planning For Dentists
- Estate Planning For Dentists
- Insurance Planning For Dentists
- Dental Practice Lending
Discretionary Management - access to world class investment managers
We start the relationship by providing you with a comprehensive financial plan, which would focus on retirement planning, tax planning and estate planning.