Wealth Management
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
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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.
