Who we serve
Investment Management and Financial Planning for Dentists
We primarily work with dentists and their families, especially practice owners approaching retirement.
Wherever you are in your career
Early careerEducation debt, savings habits, and first ownership decisions.Mid-careerRising income and growing complexity: disciplined investing, tax-aware planning, and practice debt.Pre and post RetirementTransition timing, investment reallocation, tax mitigation, retirement income planning. This is the heart of the work.
Common questions
Is there a minimum to become a client?
Yes, but we waive our minimum for actively practicing dentists and the children of clients. We may also waive our minimum for persons affiliated with the dental industry. Otherwise, our standard minimum is $1 million net worth.
Do you work with my spouse or children?
Yes. If you are a client, your family is welcome on the same terms, including custodial accounts for children and accounts for adult children, at any size.
Do you only work with dentists?
The firm is built primarily for dentists and their households; the economics of a dental career shape the fee structure and the planning work. We do not market to other professions.
At any career stage
A conversation about where your practice and your plan stand today.