We focus on your finances so you can focus on living life to the fullest.

Make Your Life Easier And Simpler As You Age.

You're content, you’re fulfilled, and now you want to make your life easier and simpler as you age. For example, how can you automate your finances to ensure your needs are being securely met? We believe at WealthFD that family financial discussions are paramount, along with working alongside a trusted financial advisor.
Yes, we said it, YOU are an entrepreneur. From start to finish, your dental career is truly a financial enterprise. You start with six-figure student loans and often conclude with you selling your beloved practice at retirement. Even if you decide practice ownership isn’t in your future you need to maximize your production while staying true to your treatment philosophies.

We Understand What Is Important To You.

We have the listening skills to understand what’s most important to you as you age and how you can reduce the risk in your portfolio while managing your spending. Perhaps an ongoing medical condition now requires the need for more liquidity. Maybe you’ve over-shot your wealth-building goals and can now accomplish something you previously thought was impossible using these excess assets, or perhaps you just need to adjust some of your legacy planning allocations.

Our advisors at WealthFD have a unique and special opportunity to help retirees like you use their wealth to achieve the greatest good in their lives. This sometimes means that entirely new plans may have to be built as your circumstances change. We’re there for you throughout retirement, every step of the way.

Here's How We Can Help

Investment Management

We'll design a portfolio that will provide security throughout your life, while also providing growth for your heirs.

Fiduciary. legally responsible. no exceptions.

Our Promise To You

Like you, we give competent, objective advice that’s always in the best interest of those we serve. We’re skilled listeners who offer financial advice tailored specifically for dentists. And just as we do with every client, our financial advisors promise to abide by the fiduciary standard.


Contact Us.