One of our team's passions and key focuses is the provision of financial management to dentists, physicians, and veterinarians.

Because of the complexity of a health care professional's finances, it is imperative that you have a formal financial plan and are able to work with one team that can coordinate and/or directly manage all aspects of that plan. You are busy, and we are here to make life as easy and efficient as possible.

Our typical health care client is someone who is either a physician or dentist doing business within a Professional Corporation. While we usually only initiate client/advisor relationships for families with more than $1MM in investable assets, we do make an exception for health care professionals. We realize that strong relationships start early in your world and are prepared to assist you from day one as a resident or new practitioner right into and through retirement.

If you would like to coordinate a confidential, no-cost consultation with our team, please feel free to contact us to set up a meeting.