LegacyMED Advisors
At LegacyMed Advisors, we are devoted to empowering doctors to achieve financial success and security through bespoke, comprehensive wealth management strategies.
We understand the unique financial challenges and opportunities that come with a career in medicine. Our expert guidance and tailored solutions are designed specifically for medical professionals, helping you build, protect, and preserve your wealth. With a deep understanding of the healthcare industry, our commitment to integrity, transparency, and exceptional service ensures you can focus on your true calling—caring for your patients—while we take care of your financial well-being
As a medical professional, you dedicate your time and knowledge to care for the health and well-being of your patients. While you are an expert in your field, it’s not uncommon for busy physicians like you to not have the same level of expertise when it comes to managing your personal finances in pursuit of your personal financial needs and goals. That’s where an experienced wealth management team comes in.
Financial planning for doctors and dentists is especially important given your long hours, complex insurance needs, income level and tax implications. In this post, we’ll look at some facets of financial planning specific to your needs, and the needs of other medical professionals, and show you how we can provide physician wealth services for doctors and dentists like you.
Meet Our Team
Our specialized focus, combined with a unique perspective, enables the team to deeply understand the complex investment, tax, and risk management strategies essential for crafting wealth plans that not only meet but also enhance and preserve clients’ individual goals.
Discover Our Process
Through a written customized wealth management plan our team addresses the various areas of wealth planning including tax minimization planning, estate planning (as it relates to investments), retirement income planning, philanthropy, business succession, portfolio construction and management.
