Your personal life is busy, and your professional life is demanding. Like so many other healthcare professionals, you likely find yourself consumed with growing your practice, ensuring the well-being of your patients, and spending time with your family. Most likely, you simply aren't able devote the time necessary to properly manage the details of your financial affairs. While you're spending time doing what's most important to you, we help to manage your wealth.

We work closely with other relevant professionals to create a personal wealth management team. As well, when needed, my clients are connected to a vast network of skilled lawyers, accountants, and other financial professionals so expert advice is never more than one phone call away. Through this focused, personalized service we provide many wealth management services that other advisors do not in order to create a holistic, comprehensive plan that integrates your family and your practice.

Please refer to the attached articles on the right.


Phases of Wealth Planning for Healthcare Professionals


Early Years 

Peak Earning Years 

Preparing for Retirement