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Doctors Wealth Care

Roth IRA

Many times one of the first things we are asked about is a Roth IRA. For many, the tax advantages of this investment vehicle are exactly what they are looking for. Investment options within a Roth IRA are vast and income limits are many times surpassed. Allow us the opportunity to assist you in making sure you are on the appropriate path towards retirement and taking advantage of vehicles such as the Roth IRA.

Our Team

Dedication. Experience. 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.

Bart Singleton, RICP®, CSLP®

Financial Advisor

(239) 320-4321

BartSingleton@DoctorsWealthCare.com

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Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0H41858, AR Insurance License #15947641.

Adam Redenshek

Financial Advisor

(239) 877-4124

AdamRedenshek@DoctorsWealthCare.com

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Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.  CA Insurance License #0I69232, AR Insurance License #7288076.

Jack Lauer

Financial Representative

(312) 804-3063

JackLauer@DoctorsWealthCare.com

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Registered Representative of Park Avenue Securities and Financial Representative of Guardian. AR Insurance License #20426979, CA Insurance License #4256333.

Mike Carter

Financial Advisor

(239) 362-8392

MikeCarter@DoctorsWealthCare.com

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Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #4100293.

Brian Simon

Financial Advisor

(239) 246-8928

Brian.Simon@AFGFL.com

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Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0G10296.

Brawley Adams

Financial Advisor

(239) 445-5131

brawley.adams@afgfl.com

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Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

Shane Stelma, ChFC

Financial Advisor

(239) 933-5575

sstelma@afgfl.com

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Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #4118852.

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