Wealth management for physicians is unlike financial planning for the general public. Physicians graduate with substantial student loan debt, begin retirement planning later in their financial life, have shorter time horizons to reach their much larger-than-average retirement income goals, and are frequent targets for lawsuits and higher taxes throughout their careers. As our fiduciary duty promises, we take the responsibility of wealth management for doctors very seriously. We believe any financial decision must be thoroughly-researched, solidly-outlined, and always in the physician’s best interest.
Wealth management services include various components such as insurance, taxes, retirement planning, employer benefits, investment advice, trust services, brokerage services, employment contracts, mortgage planning, asset management/asset allocation, estate planning, and portfolio management. We are a one-stop resource for our clients, ensuring that nothing is missed.
We believe in the benefit of including alternative investment opportunities that can bring the kind of returns that drive out-performance. To evaluate opportunities, our investment advisers use an extensive due diligence model, adapted from some of the top private equity firms in the industry. Our creative and carefully-vetted partnerships bring a range of opportunities to our clients.
If you are a physician or ultra-high-net-worth individual and you have questions about alternative investments, tax planning, and other investment strategies to grow wealth— find financial planning answers here.
Expertise in Healthcare and High-Income Professions: Our wealth management team understands the unique financial landscape of healthcare professionals. We provide personalized financial advice and investment strategies that align with your career stage and financial goals.
Customized Financial Planning: At 25 Financial, we offer personalized financial plans that are comprehensive and unbiased. Whether you are looking to invest in fixed income, private banking, or other investment advisory services, our advisors tailor strategies to suit your risk tolerance, liquidity needs, and long-term objectives.
Access to Exclusive Investment Opportunities: Our advisors have built a private wealth planning firm that allows clients access to investments that can’t be found anywhere else. Over the years, they have established strong relationships with the principles of these private alternative investment funds, including high-yield opportunities like real estate syndications and private practice investments.
Tax-Efficient Investment Strategies: Navigating the complexities of income tax and finding tax-efficient investment options are crucial for high-income professionals. Our advisors work with CPAs to implement strategies that minimize your taxable income stream and maximize tax deductions, ensuring your investments grow in the most efficient manner possible.
Investment Risk Management: The stock market can be volatile, but our registered investment advisors are here to guide you through uncertain times. We help you develop a robust strategy that includes a mix of asset classes to reduce risk and enhance stability, ensuring your portfolio remains resilient through market fluctuations.
Invest more so that you have the confidence to enjoy more.
More results. More life. More of your 24 hours. Actually, let’s make it 25.
Contact 25 Financial today to learn about our professional financial services or view our SEC profile.
