We specialize in helping physicians, dentists and high-net worth families steward their wealth and make smart decisions about their financial future.


As a physician, you want to provide your patients with the very best advice. You want the same when it comes to your finances. But as your wealth grows, so do the complexities. It can be tough to keep your financial goals on track. Depending on where you are in your career, you could be facing decisions about transitioning into a practice, deciding whether or not to incorporate, or planning for retirement and building an estate plan. We help physicians like you make important choices like these every day. Our straightforward, personalized financial plan helps you simplify these financial decisions so you can focus on what matters most to you.


You’ve worked hard to get where you are. Yet your busy career may mean you don’t have the time to manage your finances. Because we specialize in wealth planning for dentists, we understand the financial complexities of the dental profession, and the challenges and opportunities you face. We are personally invested in your financial success. From caring for patients and managing a practice, to income and asset protection, to retirement planning – we align your practice needs with your life goals, helping you keep more of what you earn.

High Net Worth Families

For high net worth families, a one-size-fits-all approach doesn’t work. We craft bespoke financial solutions to protect and grow your hard-earned wealth, and help you pass it on to the next generation. From tax and estate planning, to asset growth, insurance and philanthropy, we understand the intricacies involved in wealth preservation. And we know your expectations are high. That’s why we offer objective, unbiased advice combined with an unwavering focus on helping you achieve your goals with confidence.