Doctors
Keep your practice and your finances in good health
You’ve spent years building skills, experience and knowledge to care for your patients’ health. We’re here to help ensure that your practice and your wealth stay healthy too.
Why RWA Wealth Partners?
We offer comprehensive guidance from providing your practice with employee financial benefits to navigating your own personal financial situation—all through one relationship. Your advisor is your single point of contact who coordinates with a team of financial professionals to deliver advice with the care and attention you deserve to help build and preserve your wealth.
You take great care of your patients each and every day. Let us take great care of your financial future. Here’s how we can support you and your practice:
Services for you
- Advanced wealth planning
- Investment management
- Provide guidance to help obtain life insurance
- Tax planning, estate, trust and legacy planning
Services for your practice
- Employee benefits including 401(k) and retirement accounts
- Review a doctor's liability insurance
- Succession and exit planning
Our objective is to craft an employee experience that mirrors our client experience—one defined by respect, collaboration and a shared commitment to the loftiest human ideals.
Tim Clift
Chief Investment Officer
Working with you throughout your career and beyond
Whether you’re working at a clinic or hospital, running your own practice, or just starting your career, we’re here to provide the thoughtful, high-impact support you need.
Early Career
We can help you manage all of the complexities that come with starting to earn your first full-time doctor’s salary. Our services include advanced wealth planning to ensure that you’re maximizing the growth potential of your wealth as you move forward in your career.
We can also help guide you on finding the right insurance to ensure that you and your livelihood are protected.
Mid-Career
As you advance in your career as a doctor, your financial life becomes more complex.We will support your long-term financial goals, including planning for retirement, while also guiding you on your taxes, investments and overall financial picture.
Late Career
Whether you’re ready to start your own practice or preparing to take on a senior position in your organization, we’ll go wherever your career takes you.We offer guidance and support for both your personal finances and your practice, if you have one. And our advanced planning services can help ensure that you’re well prepared for the rest of your working life—and whatever comes next.
Post-Career
Ready to hang up your stethoscope for good? We can help you with everything from ensuring that your retirement income plan is solid to preparing for an exit from your practice.
While many pieces of your estate plan will already be in place, this is also a time to make sure that all of your financial affairs are in order. You’ll shift from growing your wealth to thinking about how you want to hand it down to the next generation.
Tax, legal and insurance information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice, or as advice on whether to buy or surrender any insurance products. Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC. Legal services may be obtained through a separate, written engagement via our relationship with Hall & Diana LLC. Always consult a licensed attorney, tax professional, or licensed insurance professional regarding your specific legal or tax situation, or insurance needs.
Our statements and opinions are subject to change without notice. All investments carry risk of loss and there is no guarantee that investment objectives will be achieved.
© 2024 RWA Wealth Partners, LLC. All Rights Reserved
Ready to experience the human side of wealth™?
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