Receive our monthly economic update and a complimentary copy of “The Synergy Way: Wealth-Management Insights for High-Performance Professionals”


If you’re like most physicians you take risks, both professional and personal every day. You make decisions that impact the lives of others. You build a career around those who put their trust in you….So do we.

Very few financial advisors can offer independent, objective financial advice. Because they work for large conglomerates, many lack the time and resources to do little more than sell you an insurance or investment product.

Statistically speaking, 47% of the population won’t have enough for retirement. Physicians are no different. Though you may make more than the average American, your expenses are much higher and you may not be saving enough. As wealth management professionals, we create a personal financial plan tailored to you to protect your current assets, expand working capital, and invest in the future you envision.

You’ve worked hard to help others achieve optimal health. Let us help you maintain your financial wellness.

Work cited:

(Indirect quote from CNN Money about percentage of baby boomers financially unprepared for retirement).