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Your Future Starts Here

Personalize a path for your financial independence during your professional and retirement years.

What We Offer

Physicians Wealth Solutions works with our clients to develop diversified individual portfolios to decrease risk and achieve investment return. 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.

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

It's About You

We 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 Future

We are attentive listeners and incorporate your plans and dreams into you financial plan.


Our 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.

What kind of clients do you work with?
Our advisors work with physicians as well as other professionals.
Where are you located?

Further Questions?

Reach out to us anytime, and one of our advisors will respond to you as soon as possible