Healthcare Professionals Caring for your financial health

As a healthcare practitioner, you need to protect yourself professionally and personally. Having spent many years in school, you may be managing education debt or depending on the stage of your career, you have other financial priorities — purchasing a home, planning a family or saving for retirement. Physicians face additional challenges — conserving their assets, managing high tax rates, malpractice insurance premiums, clinic operating expenses and more.

We work with you to understand both your professional practice and personal goals. Supported by the comprehensive Raymond James offering, we guide you to protect all aspects of your practice and your personal life. We also work with your existing advisors to create solutions to preserve your wealth and to reduce your risk. Our global experience also means healthcare professionals have access to a broader range of opportunities.

You spend your days caring for others; let us spend ours caring for your financial well-being.

In-depth financial services include:

  • Risk Management and Insurance
  • Cash Flow Analysis
  • Debt Management Strategies
  • Investment Advice and Education
  • Tax Considerations
  • Practice Management and Business Planning
  • Accelerated Retirement Planning
  • Estate, Legacy and Strategic Charitable Planning

Contact us for a 30 minute “Ask-us-anything” meeting to discuss moving you closer to a more certain future.

Access the Value of Confidential Integrated Wealth Management Advice on Your Current Investments

If a friend, family member, or family office has referred you to us, please email us at or contact us directly at +1 (403) 221-0315 to set up a confidential introductory meeting.