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Physicians Wealth Solutions
Physicians Wealth Solutions is an RIA serving medical professionals with tax-efficient portfolios, retirement planning, and student-loan strategies.
Physicians Wealth Solutions
Solutions to achieve and maintain your financial independence. | At Physicians Wealth Solutions, LLC, we work with our clients to develop diversified individual portfolios to decrease risk and achieve investment return.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who owns Physicians Wealth Solutions?
Physicians Wealth Solutions is structured as an LLC, but the ownership composition is not publicly documented. It likely operates as an independent RIA, owned by its founding advisors or a holding company.
What types of clients does Physicians Wealth Solutions serve?
The firm targets physicians, dentists, and other medical professionals. Its services address high-income, high-debt profiles, including student loan management, disability insurance, and retirement plan design.
Does Physicians Wealth Solutions offer alternative investments?
The firm likely includes alternatives such as real estate syndications and private placements within client portfolios, though no specific vehicles are publicly named. The focus remains on tax efficiency and risk management.
Is Physicians Wealth Solutions a fiduciary?
As a registered investment advisor, Physicians Wealth Solutions is held to a fiduciary standard under the Investment Advisers Act of 1940, requiring it to act in clients' best interests.
What is Physicians Wealth Solutions' minimum investment threshold?
No minimum has been publicly disclosed. Given its physician niche, the firm likely customizes services based on income level rather than a hard asset minimum.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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