About Us

Financial team support at Surgical Conferences

Specialization Matters 

Our dedication to Surgeons is the backbone of our value


As the prominent financial firm that regularly attends professional surgical conferences, we stay involved in your industry to understand the evolving complexities that drive your career and practice. This allows us to continually improve on the personalized wealth advisory services that we can provide you and your family. 

With 200+ years of combined private wealth management experience, the team at Surgeons Capital Management works exclusively with Surgeons, their families, and surgical practices. 

What makes Surgeons Capital Management different from other financial firms? 

  1. Industry Experience: We understand Surgeons, the economics of your profession, and the specific financial needs that highly skilled professionals like you have. 
  2. Adaptive Planning : Your needs can change over your career, from cash flow budgeting and saving for retirement, to tax planning and healthcare benefits, to succession and legacy planning. We can advise you on all of it. 
  3. Commitment to You: Building a multigenerational wealth and legacy plan for your family is essential, so you have confidence that your family will be taken care of. 

Our team of professionals offers a vast array of customized services to meet your demands for personalized wealth management. 

We understand the pressures that your profession brings with it — so when you work with us, it’s our job to handle the day-to-day financial burdens and cares you would rather not manage yourself. Let us do the heavy lifting so you can focus on building your practice and spending time with your loved ones. 

We work with surgeons across the U.S., and our financial advisors will meet you where you live. If you decide to relocate, your financial plan won’t skip a beat. 

We are always “on call” for you.