Wealth Management

Comprehensive suite of financial services for surgeons

Sophisticated Solutions

At Surgeons Capital Management, we understand that as a very busy professional with complex financial needs, you require more strategies than traditional planning offers. That’s why we offer a comprehensive suite of customizable services for Surgeons. 

Fixed-Income Investments

Fixed-income Investments

  • Mutual funds and ETFs
  • Unit investment trusts
  • Bonds (corporate, municipal, and government)
  • Money market funds
  • Certificates of deposit (CDs)

Equity Investments

Equity Investments

  • Mutual funds
    • Large-cap growth/value funds
    • Small/mid-cap growth/value funds
    • International equity funds
    • Asset allocation funds
  • Sector funds
  • Unit investment trusts
  • Publicly traded stocks
  • Alternative investments, including structured products

Retirement/Education Planning

Retirement/Education Planning

  • Traditional IRAs
  • Roth IRAs
  • SEP plan
  • SIMPLE plans
  • 401(a) and 457(b) plans
  • Roth 403(b) and 457(b) plans
  • Owner 401(k) and Roth 401(k) plans
  • Pension/profit sharing
  • Coverdell education savings accounts
  • 529 plans


We also offer standard investment accounts, traditional brokerage, and investment advisory programs. Talk with us to learn more about our wealth management services for Surgeons. 


Complimentary eBook:

Why Surgeons Need to Consider Asset Location Before Asset Allocation

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