Wealth Management for Medical Professionals

Customized Wealth Planning for Medical Professionals

Taking Care of Medical Professionals’ Assets and Well-Being

As a busy medical professional, you probably haven’t had time to create a financial plan for yourself and your family. We can help ease that stress by providing financial planning. We want to help ensure you have a wealth management plan and strategies to protect your assets today and over the long-term.

We specialize in partnering with medical professionals on a plan that may include:

MarinerGPS, a comprehensive platform that tracks cash flow and net worth and has a secure online “vault” to house key financial documents and centralize account information.

Review and recommendations of insurance for Medical Professionals

Recommendations and review of insurance, including medical malpractice and life insurance to help ensure you have adequate coverage.

529 Plans for Medical Professionals

529 plans that can be structured to help minimize taxes and maximize contributions to help pay educational costs for children

Estate planning and trust services for Medical Professionals

Estate planning and trust services for review of documents including a will and powers of attorney for health care and finances as well as offering advice for legacy planning, trusts for asset protection and charitable giving strategies

Advice on asset allocation and diversification for Medical Professionals

Advice on asset allocation and diversification, stress testing portfolio, alternative strategies, investment recommendations

Tax Preparation for Medical Professionals

Tax team that offers tax preparation, tax-advantaged charitable giving and year-round planning

Calculation and review of equity stake for Medical Professionals

Calculation and review of equity stake, selling a practice and a succession plan if you have a stake or ownership in your business

MWA does not provide all services listed in this piece. Some services are provided by affiliates and are subject to additional fees. Additional fees may also apply for tax planning and preparation services.

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