Physician Wealth Management

Maximizing your earning potential


Being in the medical profession presents unique financial challenges. We work with physicians to maximize after-tax income while building wealth and provide guidance on essentials such as disability income insurance and asset protection.

As part of our holistic approach to client service, our professionals provide an integrated suite of physician wealth management services. These include personal taxes, retirement planning and financial advising. We work closely with clients to answer all their tax and financial questions.

Our physician wealth management professionals are dedicated to delivering the highest level of personal tax, financial planning and wealth management services to physicians. We offer a high touch, custom-tailored approach to solving financial and tax planning issues while collaborating with other professional advisors.

Our physician wealth management services include:

  • Personal income tax planning
  • Financial planning for medical professionals
  • Estate planning considerations
  • Wealth and investment management
  • Retirement planning strategies
  • Retirement portfolio structure

Meet Alex

Alex  guides healthcare practitioners through their complex wealth management needs, including financial planning, tax planning, estate planning, insurance analysis, and investments.

Connect with Alex here.