What We Do
Full-Service Wealth Management Services
We take a comprehensive approach to addressing your needs for the accumulation and protection of wealth during your working years and the preservation of wealth during your retirement. We believe a comprehensive suite of financial services, coordinated with your tax and legal advisors, provides the best results.
Financial Planning
Investment Planning
Qualified Retirement Plans
Estate Planning Strategies
Wealth Management
Employee Benefits
Tax Planning and Strategies
Insurance Planning
Non-Qualified Plans
When you rely on the Surgeons Capital Management team for your wealth management needs, you can expect full-service attentiveness and action, regardless of complexity.
What You Will Get
- Financial advice and services tailored to your specific requirements and goals
- Service from experienced professionals who always act in your best interest
- Financial advice that is easy to understand and implement
What You Won't Get
- Simplistic, one-size-fits-all strategies that have excessive expenses and risk
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Confusing jargon that reduces understanding and
communication - Salespeople eager to sell you financial products
Our job is to help you find personalized solutions to your financial concerns, such as:
- I don’t have the time or knowledge to properly oversee my financial plan.
- I’m getting taxed very heavily. How can I potentially reduce my tax liabilities each year?
- Managing our group retirement savings plan is an administrative nightmare. We don’t have the time or skills in-house to manage it correctly.
- I don’t know if I have proper insurance coverage for my practice, myself, or my family.
- I don’t know if I’m properly leveraging my ability to save for retirement.
- Am I properly diversified from an investment and tax perspective?
