What We Do

Full service wealth management for Surgeons

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

What You Won't Get

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?

Complimentary eBook:

Why Surgeons Need to Consider Asset Location Before Asset Allocation

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