At Wealthstone, we take great pride in our deep understanding of the unique financial nuances faced by medical professionals. This expertise allows us the honor of being a trusted advisor to a diverse range of medical practitioners, from seasoned experts with years of experience to enthusiastic newcomers just embarking on their careers post-residency.

We have significant experience working with employed medical professionals, along with private practitioners, navigating the intricacies of professional obligations intertwined with business ownership, planning for retirement, and assisting you with exploring various exit strategies.

Our retirement strategies for late-career professionals focus on maximizing income streams and facilitating strategic practice exits. We emphasize the development of comprehensive estate plans and asset protection strategies, ensuring efficient wealth transition while avoiding common financial pitfalls.

In the realm of investment management, our approach is distinctive. We employ a core-satellite strategy that combines direct indexing with private equity and alternative investments. This method not only keeps fees lower but also enhances performance, diversification, and tax efficiency. Direct indexing allows for greater customization and tax management compared to traditional mutual funds or ETFs, while our use of private equity and alternative investments seeks to provide enhanced return goals and diversification benefits.

Whether you are at the pinnacle of your medical career or newly embarking on this rewarding journey, our bespoke concierge service offers a holistic view of your financial landscape. This personalized approach ensures peace of mind, instilling confidence in your financial path and allowing you to dedicate your time to what you do best.

At Wealthstone, we don't just manage your wealth; we strive to empower you to achieve your financial goals with clarity and efficiency.