What We Offer
Our management fees start as low as 0.5% per year. In addition, most clients qualify for free financial planning.
Charles Schwab & Co., Inc., Member SIPC, maintains the custody of your assets in your own individual account.
Our Work Flow
It's About YouWe sit down with each and every client and design a plan for their specific goals taking into consideration their individual tolerance for risk, time horizon, financial needs and more. Unlike some banks and brokerage houses, we do not have proprietary products to sell.
Your FutureWe are attentive listeners and incorporate your plans and dreams into you financial plan.
CommunicationOur advisors consult with our clients avoiding confusing financial terms. We follow up and are always willing to answer questions.
Frequently Asked Questions
Physicians Wealth Solutions offers customized investment portfolios including stocks, ETFs, mutual funds and bonds tailored to your desired risk tolerance. Portfolios are available with a sell discipline to raise cash during turbulent times. We have no proprietary products to sell. All recommendations are made with your best interest in mind.
Have a question that needs an answer? Let us know.