You’ve dedicated your career to your patients. But between the demands of practice, the complexity of your professional corporation, and the limited time you have for financial planning, your own wealth often takes a back seat.

High-earning physicians face unique challenges: optimizing corporate structures, managing significant tax burdens, protecting income against disability, and planning for a retirement that starts later than most. You need an advisor who understands these complexities—not one who treats you like every other client.

We help physicians with:

• Professional corporation optimization and tax-efficient investing
• Access to private credit and infrastructure for stable, income-generating returns
• Retirement planning that accounts for later career starts and peak earning years
• Disability and insurance optimization through our value-added network
• Coordination with your accountant on integrated tax strategy

You don’t refer patients to generalists. Don’t trust your wealth to one either.