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Rx Wealth Advisors

Rx Wealth Advisors

Physician-Focused Firm

Physicians Start Here   Business Owners Start Here

  • Home
  • About
    • Who We Serve
    • Rx Wealth Plan
    • How We Do It
    • Physician Wealth Management Framework
  • Insights
  • Clients
  • Contact
8 Strategies to Sidestep Capital Gains Tax

Physician Tax Advice

8 Strategies to Sidestep Capital Gains Tax

Posted on April 17, 2023

Minimize the tax impact of capital gains with these strategies to keep more of your hard-earned money.

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Tax Strategies High Earners Can Use to Combat Proposed Tax Hikes

Tax Strategies High Earners Can Use to Combat Proposed Tax Hikes

Implementing these strategies may help to reduce your tax burden in the face of proposed tax increases.

Posted on March 29, 2023

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What Is the Best Entity to Run My Business?

What Is the Best Entity to Run My Business?

While not a replacement for professional advice, this overview of the common business entities can help you choose the right one for your new business.

Posted on February 1, 2023

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2022 Tax Planning Opportunities

2022 Tax Planning Opportunities

Before the year ends, consider putting these tax planning opportunities to work to help you lower your tax burden.

Posted on December 6, 2022

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Photo of Chris

About Chris

Chris J. Roe, CPA, PFS

Founder & CEO

Before founding Rx Wealth Advisors, I wanted to become a physician, but my career path led me in a different direction. During my years advising clients, I discovered that I enjoy guiding doctors as they navigate the ever-changing health industry. With over 20 years of experience working with a wide range of wealthy clients in the Pittsburgh area as well as nationwide, I'm now focused solely on helping physicians capitalize on their background and experience, even as pressure from litigation, Medicare and insurance rises.

My journey began at Ernst & Young and a Pittsburgh regional CPA firm, where I consulted clients on business and personal income tax planning, gift and estate tax, financial planning, and more. After that, I spent over 17 years at Waldron Private Wealth, where I advised wealthy, successful doctors, lawyers, entrepreneurs, and multi-generational inheritors and their families on complex wealth issues.

When I'm not meeting with my clients, I provide educational insight by speaking at industry conferences and contributing content to The Wall Street Journal, Bloomberg, Barron's, The Pittsburgh Post-Gazette Medical Economics, and Financial Advisor Magazine. I also am a eight-time Five Star Wealth Manager Award winner.

In my free time, I volunteer at The Bradley Center (a residential mental health treatment facility for children) and serve on the Washington County Habitat for Humanity board of directors.

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5020 Carnoustie Drive
Presto, PA 15142

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412-227-9007
855-824-7471

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