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WE HELP DOCTORS BUILD WEALTH

WE HELP DOCTORS BUILD WEALTH

A Global Multidisciplinary Team Approach to Wealth Management


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DOWNLOAD A FREE EBOOK

DOWNLOAD A FREE EBOOK

This helpful guide includes information that addresses several myths that doctors encounter when they begin practicing.

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HARVESTING TAX SAVINGS

Imagine what your ideal financial future looks like, and explore what’s important to you. Taxes are your biggest lifetime expense. We work with Tax Strategists to identify savings.

INVESTING TAX-FREE

Examine your current financial situation, and determine your financial needs, long-term and short-term goals. By using taxed, tax deferred, and tax-free income strategies we identify tax-free solutions.

AVOIDING INVESTMENT LOSSES

Develop a custom strategy using the WealthRx Path to Wealth and specialists within our virtual family office. We help to identify solutions that help you avoid investment losses, and avoid risk.

UPCOMING EVENTS

UPCOMING EVENTS

Review our seminars and workshops designed specifically for doctors to address your specific needs.  

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Client Information Questionnaire
(CIQ)

Client Information Questionnaire (CIQ)

To receive a complimentary tax analysis or second opinion, please complete the CIQ below and we will review the results together. Use PIN 920.

CIQ

THE ONE "BIG" THING

At WealthRx we are committed to working with doctors bringing awareness to the impact of “The One Big Thing” you can change today that will save you thousands. Let the advisors at WealthRx For Doctors show you how!

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THE NEXT STEP?

It's not a matter of if you can save on taxes; it’s a question of how much are you leaving on the table.

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