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.
Qualified Retirement Plans
Estate Planning Strategies
Tax Planning and Strategies
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.
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?