The #1 Financial Advisor For Healthcare Professionals

Financial Planning For Healthcare Professionals.

Build your wealth, invest, save on student loans & retire with DocWealth.

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Investment Planning

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Retirement Planning

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Student Loan Strategy

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Lifestyle Planning

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Wealth Protection

〰️ Investment Planning 〰️ Retirement Planning 〰️ Student Loan Strategy 〰️ Lifestyle Planning 〰️ Wealth Protection

What is DocWealth?

A better way to grow and protect your wealth that goes beyond traditional financial planning.

You Control Your Money.

Advice When You Want It.

No Hidden Fees.

Track & Accomplish Your Goals.

The People We Serve

Physicians & PAs

Dental Professionals

Private Practice

Chiropractors

Specialists

Nurses

If You Work With Patients,

We Work With You.

Are We A Good Fit For You?

Take the 30-second quiz below & lets find out.

Financial Planning Built For The Medical Field

We Help Healthcare Professionals With Their ‘Unique’ Financial Goals & Roadblocks

The medical field gives you great opportunities, we help you seize those opportunities to make the most of your income and not waste it so that you don’t miss out while navigating your financial roadblocks.

Build Your Own Plan & Make The Most of Your Money.

A Curated Strategy For…

  • It’s not all about what you make, poor budgeting can result in taking on bad debt and not making the most of your money.

  • Run an unlimited number of scenarios and see how they will effect your overall financial future. E.g. “What is the effect on the rest of my finances if I buy hat vacation home?”

  • We help you develop a strategy for your student loans. The average client saves $52,000+ over the course of their loan with one of our planners.

  • You probably don’t want to work forever. What does your life after you are done look like?

  • What will it take to open your own clinic? What does a lifetime of medical service look like for you?

  • We build you a plan for risk mitigation with your investments. A strategy meant to protect your money.

Bank Safe Technology To Track Your Financial Goals

Connect everything in one place to track & accomplish your financial goals.

Run Advanced Investment Scenarios & Projections

Weigh your level of investment risk against historic investment data & projections from the top firms in the industry.

Our Trusted Advice Guarantees.

We guarantee that all planning will be done by a Certified Financial Planner™ the gold standard in financial planning education.

We are obligated by law to always act in the best interest of our clients when providing financial advice and planning expertise guaranteed.

We guarantee that all our planning professionals have undergone specific education & training for advisory services in the healthcare industry.

  • "I will save $46,128 over the course of paying back my student loans thanks to my Advisor John."

    - Ted Alburque, MD.

  • "My Advisor Has Given Me A 5-Year Plan To Opening My Own Dental Practice.. I Thought It Would Take 10 Years."

    - Wallace Turner, DDS

  • "I Wanted To Be Done Working Sooner Than Later, I Have Path To Making That Dream A Reality Now."

    - Jame D. Wess, MD

Transparent Pricing & Planning

We charge a flat-fee for all our financial planning services with 0 hidden fees or Advisor commissions to guarantee you are getting the very best advice without being charged the over priced fees of the other guys.

You Wouldn’t Let Your Patients Make Their Own Diagnosis.

Let financial experts help you be in excellent financial health by making the most of your money. We can save you hundreds of hours with our thousands of hours of learning and experience.

Our Clients Results:

All Debt

Our clients pay an average of $67,512 - $112,546 less in debt over the course of their loans, student loans and credit card payments.

Reach More Goals In Less Time

With the right financial plan our clients are able to reach their financial goals 3 - 5 years faster than they would without a plan.

Better Investments

With a strategy built to mitigate investment risk, our customers are keeping more of their income and losing less on low value investments. (By not making them.)

Have Our Financial Experts Build You A Plan To Meet Your Financial Goals.

Meeting one of our financial planners can be the difference between your financial goals becoming a reality or not.

We guarantee you will change the way you look at your money.

The #1 Financial Advisor For Healthcare Professionals

How Would You Like To Get Started?

Are we a good fit for you?

Free 1-on-1 advisor session

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