Wealth Management for Physicians and Accredited Investors

Jeff Larson and Randy Larson have built a private wealth management firm that allow 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.

We stand by the fact that Team 25 emulates our founders’ beliefs and character. As your partners in wealth management, we operate with a get-it-done attitude, always putting our clients’ needs above our own. We seek to grow your wealth in the most efficient way possible.

In short, our goal is nothing less than to provide you with more confidence, time, and peace of mind by taking advantage of every opportunity.

Wealth management for physicians

FINANCIAL PLANNING FOR PHYSICIANS

Wealth management for physicians is unlike financial planning for the general public. Physicians graduate with loads of student loan debt, begin retirement planning later in life, have shorter time horizons to reach their much larger-than-average retirement income goals and have a target on their back for lawsuits and taxes throughout their careers. 

We believe financial planning for doctors must be comprehensive, unbiased and always in the physician’s best interest. Our comprehensive financial plans include insurance review and planning, debt management strategies, employee benefits planning and analysis, investment planning, proactive tax strategies, college, retirement and legacy planning, and estate and asset protection planning. 

FINANCIAL PLANNING FOR PHYSICIANS AND MORE

We specialize in providing wealth management for physicians, business owners, and other high-net-worth investors. We are proud to offer services that allow our clients to enjoy life to the fullest potential.

ALTERNATIVE INVESTMENTS

We believe in the potential benefit of diversifying portfolios and utilizing non-correlated investments. Our creative and carefully-vetted partnerships bring trusted alternative investment opportunities to our clients.

A PARTNERSHIP YOU CAN TRUST

To evaluate investment opportunities, we use an extensive due diligence model, adapted from some of the top private equity firms in the industry.

DISCOVER

We spend time getting to know our clients’ needs, hopes, and goals.

PLAN

We provide options to meet your goals and recommend the best approach.

ACT

We follow through to ensure the full plan is implemented.

REVIEW

Life often brings change, so we regularly review and reassess the plan.

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