Rx Wealth Advisors

Physician-Focused Firm

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You’re a Doctor Forever. But That Shouldn’t Mean You Have to Work That Long.

The health industry has changed — dramatically. Longer hours, lower or limited income, and exhaustive demands of physicians’ time, energy and resources. The keys to your success as a doctor — intelligence, drive, ambition, and unflagging persistence — are being undermined by the system. Working harder is no longer the answer to building personal wealth.

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Featured In

Barrons
Bloomberg
Financial Advisor Magazine
Five Star Wealth Manager
Forbes
MD Preferred Advisor
MD Life
Medical Economics
Pittsburg Post Gazette
Wall Street Journal

Who We Serve

Physicians face financial worries that differ from other professionals. You’ve made substantial investments in your training and in building your practice, and you shoulder considerable financial risk throughout your career. But with the right guidance, you also have tremendous opportunities for wealth building.

You shouldn’t have to educate your financial advisor about the challenges and possibilities on the horizon for you.

Early Career Physicians

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Mid-Career Physicians

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Late Career Physicians

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It’s Time to Change Your Strategy
to Building Personal Wealth.

Not so you can continue working harder for less money, but so you can ultimately leave your profession with more than you have now. We help you accomplish this by providing logical evaluation, educated insight, and data-driven decisions and can help you answer questions like:

  • Am I overpaying
    my taxes?
  • What opportunities
    am I missing?
  • Am I saving enough
    to retire when I want?
  • Am I prepared if an unexpected financial or health event occurs?
  • Are my assets exposed to lawsuits and creditors?
  • Are my assets working efficiently for me, or am I working for them?
  • Do I have the best negotiated employment or partnership agreement?

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Wealth, like health, is both
a science and an art.

We understand that between diagnosis and intervention, there is a grey area — that’s where critical decision-making comes in. This applies to both medicine and money. There is an art to what you do, and what we do; the decisions we help you make will always be catered to your unique needs and situation. Through the Rx Wealth Plan, we’re able to bridge the gap between science and art by providing you with defined strategies to turn your wealth into lifelong opportunities.

It Took Everything You Had to Establish Yourself as a Doctor. It Should Not Take Everything You Have to Build Your Personal Wealth.

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