Wealth Management for Medical Professionals
As a physician running a thriving practice, both your time and your financial resources are incredibly valuable. That’s why one of our primary goals is to help mitigate the unnecessary risks we see in many physicians’ financial plans.
Most of the doctors we work with already have some financial team in place—whether it’s a planner, insurance advisor, CPA, attorney, or other professional. Yet when we step back and evaluate their overall financial picture, there’s often a lack of true balance. Risks tied to taxes, legal exposure, lifestyle choices, and asset inefficiencies are commonly overlooked, and together they can hinder long-term wealth building.
At Arbor Wealth, we coordinate a team of top-tier professionals across financial planning, tax strategy, legal services, practice management, succession planning, and client continuity. This integrated approach helps our clients identify blind spots and move toward greater financial stability and confidence.
Just like a successful surgery depends on a skilled, multidisciplinary team, your financial strategy deserves that same level of coordination and experience.
Planning For Retirement
Navigating retirement planning isn’t always straightforward—especially when you’re facing a complex tax landscape that often exceeds what the average person encounters.
On top of that, saving enough for retirement can be a real challenge. With strict annual contribution caps on retirement accounts like 401(k)s, 403(b)s, and 457 plans, it’s essential to find smart, strategic ways to build the savings you’ll need.
And let’s not forget the weight of student loan debt—a burden that can feel overwhelming and difficult to escape.
Medical Professional in Practice
This is the phase where all your early planning begins to take shape. As you grow your wealth and meet financial responsibilities, you’re likely to see meaningful strides toward your long-term goals. That said, to truly optimize your portfolio’s potential, it’s important to begin planning as early as possible. A strong financial foundation starts with a disciplined savings strategy. Once that’s in place, we focus on actively managing your investments—keeping a close eye on your portfolio to ensure it continues to reflect your objectives, risk tolerance, and vision for retirement. Just like regular health checkups are vital for well-being, consistent financial reviews are key to staying on track.
Practice Owners
Our Process
Retirement planning can feel overwhelming, but our team is here to simplify the process and take the pressure off your shoulders—so you can stay focused on your career and the life you’re building. We handle the heavy lifting for you.
There’s no upfront cost to get started, and absolutely no hidden fees. Our professionals are committed to putting your interests first and helping you feel fully equipped for the future.
If you’re ready to bring clarity and confidence to your retirement strategy, reach out to schedule a no-obligation consultation—whether in person or virtually. It’s easy to get started, and we’re here when you’re ready.