The Wealth MD Program™
Live life well with collaborative and customized process that is clearly defined by your needs, goals, circumstances and philosophy.
Creating and maintaining a Wealth MD Program™ is especially critical for physicians in today's complex and fast-paced financial environment.
1
A DYNAMIC MANAGEMENT TOOL
More than a disciplined planning process, The Wealth MD Program™ is a convenient tool for managing and tracking your finances by giving you an integrated snapshot of your financial picture at any given point in time through:

  • A password-protected portal on our website to access and monitor your personal Wealth MD Program™
  • Unlimited Online Storage and easy access to financial documents in one central location
  • Access to consolidated reporting from your financial providers through our website log-in
2
CONNECTING THE DOTS
Very importantly, The Wealth MD planning process enables us to assess all of the unique facets of your personal and financial life, which helps us build a truly holistic plan. We provide insight and experience spanning multiple financial disciplines to combine your financial affairs into a unified plan that is managed with meticulous care. You can easiy see and monitor your financial life and your progress along your plan within our secure online portal.
3
THE PAYOFF
Ultimately, you will find that implementing a The Wealth MD Program™ gives you the ability to:

  • Steer your financial destiny in the right direction
  • Organize your personal, professional and financial life
  • Execute and monitor all of the planning we engage in
  • Consolidate investment advice
  • Manage risk through comprehensive insurance reviews and updating
  • Enjoy peace of mind knowing you are proactively addressing the opportunities and risks encountered along your life's financial journey