Wealth Management

Straightforward

Helping surgeons, their families, and other health care
professionals since 2012.

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Why have a team of specialists help manage your financial life?

You’ve worked for years to perfect your skills and your patients demand precision and the highest level of service from you. That’s why you need a team of wealth management professionals highly specialized working in the medical field to match that level, and who understand your need to protect and grow your assets over time.

Meet our Team

There's a Difference

What sets Surgeons Capital Management apart from other wealth management firms is our keen understanding of your financial needs as a surgical professional. We believe in forming a working relationship with you to identify and create both a financial/retirement plan as well as an investment strategy.

Our three core operating principles are based on these objectives:

01

Taxation

Minimize tax burdens from multiple income sources

02

Risk Management

Help reduce risk of losses from volatile markets and inflation

03

Legacy Planning

Build multigenerational wealth plans to leave a legacy for your family

Your One-Stop Service Provider for All Things Financially Related

You are busy, and need a team that can provide you with an array of financial services while minimizing the amount of time you spend on organizing your finances. Here are examples of the services we
can provide to you:

Sophisticated financial and retirement planning

Tax planning
strategies

Risk management assessment

Wealth
management

Estate
planning strategies

Multigenerational wealth transfer planning

COMPLIMENTARY EBOOK

Why Surgeons Need to Consider Asset Location Along with Asset Allocation

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What You Can Expect From Surgeons Capital Management

You have a unique list of issues and challenges. We understand them. This gives us a major advantage in providing what
you need most.

Knowledgeable advice from a team that has decades of experience
Financial advice and planning services tailored to your specific needs
Team of financial advisors dedicated to providing you with conflict-free advice specific to your needs with your best interest always at the forefront
Transparent, predictable fees
Easy access to your financial advisory team
Advice explained in plain language

Connect With Us at
Surgical Conferences

Attending conferences across the United States allows us to hear directly from Surgeons about their financial challenges and objectives, as well as to understand the economic trends shaping the healthcare industry. On average, we typically attend 15+ conferences each year, including the Orthopaedic Summit (OSET), the Congress of Neurological Surgeons (CNS), and the Spine Summit (AANS). We invite you to visit our current conference page and connect with us in the near future.

Take Control of Your Investments

Between the lifesaving work you do and sometimes-scarce personal days, we know your time is priceless. When we handle your financial chores, you can get back to the people and work you love.

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