Health Care Professionals

Holistic Wealth Management for Health Care Professionals

As a health care professional you’ve chosen to devote yourself to a life of caring for others. As a result, it might feel strange to make decisions regarding your own care. However, that is exactly what you must do if you want to head into life following your career, feeling confident in your ability to live comfortably during retirement, as well as providing for any family you may one day leave behind.

Yet most physicians, dentists, and medical professionals lead such busy professional lives that it can seem impossible to find time to fit financial advising into their schedule. After all, as a physician, you have enough to worry about:


  • You may literally have a patient’s life in your hands.
  • You’re held to a standard of perfection that no other occupation must face.
  • You may work all night on 3 or 4 nights, then be required to work the next day.
  • You must worry about the threat of facing a lawsuit daily.
  • You face continuous scrutiny and over watch from government bureaucrats, insurance companies, and other parties; all of whom have their hands out, and think you make too much money.

Ensure your financial health and wellness

Does this sound like you? Have you let plans for asset management and retirement go by the wayside in favor of building your career? If so, you’re not alone; many busy professionals do the same. Instead of beating yourself up, it’s time to take a close look at your options.

Executive Wealth Group

These are exactly the types of holistic wealth management services we offer here at Executive Wealth Group.  Not only do we possess a wealth of experience serving a wide range of healthcare professionals and members of the medical and dental communities, we have firsthand experience in that community. Led by a career physician, we understand exactly what it’s like to navigate an overwhelming schedule while still keeping an eye on the future.

Executive Wealth Group

We’ll help you create the personalized wealth management plan you need to feel financially secure now – and later in life. Protecting your wealth is why we’re in business.  Executive Wealth Group is a boutique FINRA Registered Investment Advisory firm (RIA). We utilize the same advanced technologies and resources used by many of the largest branded broker dealer firms without the conflicts of having to offer in-house products. That means we’re truly independent and can help you find the best services for you.

Learn whether Holistic Lifestyle Support is right for you.