From tax-smart investing strategies to insurance optimization, from estate planning to career advisory, the Wealth Management Service offers a comprehensive personalized perspective on your finances.
Completely independent and impartial, we are never incentivized to recommend a particular product. Your wealth and wellbeing is our priority.
With open and rigorous practices, we'll always share the scientific basis for our recommendations, including the impact on your wealth.
As a registered fiduciary, we are legally obligated to act in the best interest of you, our client. If something isn't right for you, it's not right for us either.
Investing assets tax-efficiently
Accessing institutional quality private investments
Implementing strategies to reduce taxes
Assessing insurance needs
Reviewing trust & estate planning
Evaluating impact of career transitions
We examine your financial wellness across 7 wealth pillars and create a plan to help you optimize your net worth. Here are some of the things we can do for you:
Find savings on insurance premiums
Identify tax planning savings opportunities
Uncover ways to optimize investment strategy
Securely transferring your financial details has never been easier. Just give your Concierge the authorization, and we’ll take care of migrating all your assets for you. All we need is:
Your most recent statements (for the accounts you want to transfer) for us to upload into our secure digital vault
A brief phone call—on your schedule—to verify some additional information
Your electronic signature on the transfer paperwork, completed by us
At Earned Wealth, you’ll build a relationship with an Earned Advisor who is well-versed in your unique career and financial needs as a physician. Your advisor will be your main point of contact for streamlined communication and comprehensive planning.
Managing Director CFP®, CWS®, AAMS®
Client Development Director
Chief Wealth Officer - CFA®
Associate Wealth Advisor - Series 65