Welcome to PHYSICIANS WEALTH SOLUTIONS, LLC

SOLUTIONS TO ACHIEVE AND MAINTAIN
YOUR FINANCIAL INDEPENDENCE

Personalize the path for your financial independence during your professional and retirement years.
Physicians Wealth Solutions works with our clients to develop diversified individual portfolios to decrease risk and achieve investment return, and more.

Welcome to
PHYSICIANS WEALTH SOLUTIONS, LLC

SOLUTIONS TO ACHIEVE AND MAINTAIN YOUR FINANCIAL INDEPENDENCE

Personalize the path for your financial independence during your professional and retirement years.
Physicians Wealth Solutions works with our clients to develop diversified individual portfolios to decrease risk and achieve investment return, and more.

Physicians Wealth Solutions

SUCCESS

Solutions to help you achieve your financial goals are designed after listening carefully to you by our team of qualified and licensed financial advisors.
Physicians Wealth Solutions

PERSONALIZED SERVICE

We are unique. Physicians Wealth Solutions offers customized investment portfolios including stocks, ETFs, mutual funds and bonds tailored to your desired risk tolerance.
Physicians Wealth Solutions

ACCOUNTABILITY

As Investment Advisor Representatives, we are fiduciaries and act soley in the best interest of our clients.

SERVICES WE OFFER

OVERVIEW

Our goal is your financial independence and a secure retirement. We employ the use of individual stocks, ETFs, mutual funds, and bonds tailored to the client’s financial needs. Physicians Wealth Solutions also understands the importance of keeping investment costs low to maximize long term return.

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.

MISSION STATEMENT & CULTURE

Our mission is to achieve financial success for our clients through disciplined investing, diversification, and financial planning.

As fee for service advisors, we have no proprietary products to sell. Each investment is carefully chosen in the best interest of our clients.

OUR WORK FLOW

Take a brief look at our process.

CONTACT US

If you would like to inquire more information about our services, or you would simply like to request a quote for our service, please fill out the short form and we will get back to you as soon as possible.

Don't feel like filling out the form? Give us a call directly at (614) 565-2375.