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June 15, 2022Physicians Wealth Solutions, LLC
by John R. Stewart, Senior Financial Advisor/Portfolio Manager | June 15, 2022
Summary of our Business
Physicians Wealth Solutions, LLC collaborates 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 clients’ financial needs. We understand the importance of keeping investment costs low to maximize long term returns. Our management fees start as low as 0.50% per year and there is no minimum account size. Our clients also qualify for free financial planning. Charles Schwab, member SIPC, maintains the custody of all client managed assets.
Mission and Values
Our mission is to achieve financial success for our clients through disciplined investing, diversification, and financial planning. We value long term financial relationships which are multi-generational.
Company Culture
As a fee only advisory practice, we have no proprietary products to sell. We are fiduciaries and each investment is carefully chosen in the best interest of our clients.
Favorite part of the Central Ohio Medical Community
If anyone has a medical issue that needs a specialist, one can be found in Central Ohio!
We feel very fortunate to have such quality physicians in the Columbus area. We are honored to be a Silver Sponsor of the Columbus Medical Association!