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Our Team

Dedication. Expertise. Passion.

Doctors Wealth Care was founded with the idea that true financial balance is 100% obtainable.  We start by taking a page straight from the world of medicine and find ways to specialize our individual areas of focus further.  To find balance, we must show our clients how to excel in asset building, debt, cash flow, and asset protection.  Medical professionals are busy and often need more financial education and time to obtain balance.  Our team is here to fix that once and for all.  

Doctors Wealth Care

We Specialize In You!
It was learned long ago that if you give a person a fish, they will be fed for a day. If you educate a person on how to fish, you have done something that has changed their life forever.  At Doctors Wealth Care, we aim to follow that advice and provide you with an educational approach to solving your life’s financial puzzle.  Doctors Wealth Care is a financial services firm built on a tradition of "doing what is right."  Our mission is to provide customized and innovative strategies that can potentially help you enhance financial security and maximize wealth.  We will achieve our mission by providing the resources and support necessary to deliver superior service to our clients.

At our firm, you have access to dedicated professionals with access to a full array of strategies and tools to help guide your decision-making. The Living Balance Sheet® is one of our valuable strategic tools. It provides you with a detailed view of your financial world in one central place and helps us work with you to model and address a variety of economic scenarios and outcomes.
We stay abreast of current legislation and trends, so you don’t have to. We will monitor how the current environment impacts your success and work with you to stay on track.
We believe…
Each of our clients deserves a relationship with their advisor – a relationship built on honesty and trust. The relationship between you and your advisor is where our process begins. We want to get to know you and understand where you are now and your long-term goals.
This is our commitment to you – to do all in our power to protect your wealth today and for decades to come, to maximize its growth within your boundaries of risk, to help provide you with the security and the assets you need to enjoy all the days of your life.
At Doctors Wealth Care, we provide comprehensive financial services to our clients. We have built a solid foundation of exceptional client service while earning a reputation for excellence in our industry. Our comprehensive financial process is based on sound economic principles that have withstood the test of time.

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

Check the background of our investment professionals on FINRA'S BROKERCHECK

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