Services

We help a select group of Surgeons relieve their ever-mounting healthcare pressures 
and return to a healthy work-life balance 
through a simple yet elegant wealth management process.

• Experience our elegant and tested Wealth Management Process to guide you along your unique financial journey.  Underneath the surface our Wealth Management Formula and our Advanced Planning Team are systematically working to help you achieve what's important to you.
  
  
• Our Wealth Management Process:
  • Discovery Meeting
  • Investment Plan Meeting
  • Mutual Commitment Meeting
  • 45-Day Follow-Up Meeting
  • Regular Progress Meeting
    
    
• Our Wealth Management (WM) Formula:
  • WM = IC + AP + RM
    • IC = Investment Consulting.  This involves the management of your various investment elements.
    • AP = Advanced Planning.  Your Team of specialists.
      • AP = WE + WT + WP +CG
        • WE = Wealth Enhancement.  Tax mitigation and cash-flow planning.
        • WT = Wealth Transfer.  Care for heirs effectively.
        • WP = Wealth Protection.  Legal structures and risk mitigation.
        • CG = Charitable Giving.  Maximize your impact.
    • RM = Relationship Management.  Communication and coordination with you and your Team of specialists.
      • RM = CRM + PNRM
        • CRM = Client Relationship Management.
        • PNRM = Professional Network Relationship Management.