The Wealth Practice

The Wealth Practice is a fee-only financial planning firm dedicated to assisting physicians and dentists with building and managing their wealth. The company offers various services such as PSLF certification filing for student loans, debt paydown strategies, and guidance for purchasing or selling a practice. They also provide opportunity cost calculations, cash flow planning, investment management, and estate planning. One client has been working with the firm for two years and highly recommends their services. This client has accomplished short-term financial goals and established long-term plans with the help of their advisor, Ian, who is described as knowledgeable, personable, and having a strong work ethic. The client is pleased with the progress made during their time together and is confident in Ian's ability to help with financial services. Another client, who has an MBA and a background in trading, has also been working with Ian for almost two years. They appreciate Ian's vast understanding of the market and different industries, as well as his expertise in tax incentives and strategies that have helped them retain more of their income. This client considers working with Ian a "no-brainer" with a clear return and has experienced a significant reduction in financial stress. A third client, who has also been working with Ian for two years, has found his help invaluable in navigating personal and professional financial hurdles. They describe Ian as incredibly personable and helpful from the very beginning of their working relationship.