How We

Nationwide Services. Fiduciary Responsibility. Fee-Only Services.

We offer two packages.

hands on support physician wealth services

Most Popular

Inpatient plan

Gain a long-term financial guide.

Once our team has created a financial plan for you (see care planning only), our Inpatient Financial Planning Package helps you implement a plan that gets you where you want to be, faster. It's our most popular package, currently serving more than 200 physicians across the nation.

$500 per month
Add $10/mo for investment management services.

Care Planning Only

Get a custom plan to implement on your own.

Every physician family that decides to work with us will receive a comprehensive financial plan built by the PWS team.


Does not include ongoing support

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Not sure where to start?

Let's talk about it.

  • 1

    Book a call.

    During this complimentary call, we'll get to know each other and determine if our team is the best to help.

  • 2

    Choose a plan.

    We'll consider your specific needs and recommend one of the options listed above that will serve you best.

  • 3

    Reach your goals.

    No matter which option you choose, our team will help you develop goals and build a plan to achieve them.