At our wealth management firm, we cater to the unique financial needs of professionals such as dentists, surgeons, and corporate executives, offering tailored strategies that promote wealth accumulation and asset protection. By understanding the specific challenges and opportunities in each profession, we provide personalized financial planning and investment management to secure and grow your financial future.

DENTISTS

We help dentists navigate the intricate balance between managing a successful practice and achieving personal financial goals, ensuring a comprehensive approach to financial health and wealth preservation.

→ Guidance on managing the financial health of the dental practice

→ Develop strategies to minimize tax liabilities

→ Leverage business expenses, retirement plan contributions, and tax-efficient investment strategies to benefit both personal and business finances

→ Create customized retirement planning strategies that consider both the income from the dental practice and personal savings

→ Recommend legal structures and insurance solutions to protect the dentist’s personal and business assets

→ Assist in integrating the value of the dental practice into the dentist’s overall estate plan

→ Help plan for future education expenses

→ Assist with obtaining financing for practice expansion, new equipment, or real estate

PLASTIC
SURGEONS

We help surgeons who own their own practice navigate the complex intersection of personal and business finances, ensuring financial growth, protection, and long-term security.

→ Help with the financial aspects of running the practice, including cash flow management, budgeting, and financial forecasting

→ Devise retirement plans that take into account the surgeon’s personal and business finances

→ Offer strategies to minimize tax liabilities for both the personal and practice finances

→ Recommend legal structures and insurance products to protect personal and business assets

→ Plan for the future of the practice, including succession planning or sale of the practice

→ Provide personalized investment advice that complements the surgeon's income from the practice

→ Help integrate the value of the practice into the surgeon’s estate plan

→ Advise on the right mix of insurance coverage

→ Advice on saving for education or other family goals

→ Provide solutions for managing liquidity needs and accessing credit for practice expansion or equipment purchases

CORPORATE
EXECUTIVES

As a seasoned wealth manager for corporate executives, I provide expert guidance on managing concentrated stock positions, ensuring that your portfolio is strategically diversified to align with your long-term financial goals. My approach integrates sophisticated risk management techniques to safeguard and enhance your wealth as you navigate through various professional and personal milestones.

→ Help executives understand and maximize their complex compensation packages, including stock options, restricted stock units (RSUs), bonuses, and deferred compensation plans

→ Provide strategies to minimize tax liabilities associated with executive compensation packages

→ Personalized investment advice to diversify the executive's portfolio beyond company stock

→ Assist in planning for retirement by evaluating and optimizing contributions to employer-sponsored retirement plans

→ Work to integrate the executive’s assets into a cohesive estate plan

→ Recommend strategies and legal structures to protect the executive's personal assets from potential lawsuits or creditors

→ Provide solutions for liquidity needs related to taxes, major purchases, or investment opportunities

→ Assist in structuring charitable giving in a tax-efficient manner

→ Offer guidance on planning for children’s education expenses

→ Coordination with Other Professionals