You are more than a health care practitioner: you are a business owner, a partner, a parent. And we are more than a financial advisor. We wear as many hats as you do, because we believe that our approach should serve your best interests in every role you fulfill.
Our integrated approach to wealth management ensures that you receive the best financial advice for your business, home and family. Work with us to create a simple, flexible plan that will protect and grow your wealth, allowing you to focus on the things that matter to you.
Practice Stages
Meet Josh and Gillian
Obsidian sat down with two young residents to discuss their financial health.
Residency
You are ready to begin your medical career, but do you have a financial strategy that will carry you forward? Organizing and understanding every aspect of your financial life now is key to being in control of your business – and your life – down the road.
Your early career is a critical time of growth. As you start your practice, and begin to build your professional and personal assets, are your financial decisions working in your best interests?
Your practice, and your wealth, are growing. What’s the next step?Ensuring that you are protecting your growing wealth, approaching your business partnerships knowledgeably and planning for retirement are more important now than ever.
Do you have structures in place to protect what you’ve built? As you approach retirement and beyond, wealth management means controlling what happens to your legacy, and everything you’ve worked to create.