You spent years building your practice. Now it’s time for your wealth to work as hard as you did.

Whether you’re navigating a DSO acquisition, buying into a partnership, or planning an eventual sale, you face financial decisions that we understand. And if you’ve recently received liquidity from a transaction, the investment decisions you make will compound for decades.

Most advisors will recommend the same balanced portfolio they give everyone. But the private equity firms acquiring dental practices don’t invest that way. They allocate to private markets—the same asset classes we provide access to.

We help dentists with:

• Liquidity event planning for practice sales and DSO acquisitions
• Coordinating tax-efficient structuring for transaction proceeds
• Access to private equity, private credit, and infrastructure investments
• Retirement planning tailored to practice owners
• Succession planning and associate-to-owner transitions

You built something different. Invest that way too.