Merit Wealth Management’s clientele is made up of, for the most part... doctors. We know them and their practice needs well. We also know that our physicians and dentists have spent many years in training and continuing education so that they can provide superior treatment to their patients. It’s likely that none of those years in education and training were spent studying finance or wealth management topics, nor should they have been. Your patients come to you for healing, not for your views on asset allocation. This is where we can help.

Many of our clients view us as their financial quarterback or personal CFO.  While working in concert with your other ‘team members’ (accountants, attorneys, valuation experts... etc.) we help doctors make valuable decisions about not just their own assets but their practices as well. We determine appropriate investments including asset allocation and asset location.

We also help doctors effectively address issues such as:
-    Determining proper debt reduction and savings strategies
-    Maximizing tax-deductible retirement savings
-    Maximizing tax savings
-    Funding children’s education expenses
-    Evaluating appropriate insurance coverage
-    Maximizing asset protection and proper estate planning
-    Improving practice profitability
-    Creating automatic savings programs
-    Working with the doctors staff to ensure an efficient retirement plan for the practice
-    If desired, we can lead/participate in staff meetings to enhance further understanding of benefits

MD Preferred Service Award:

As a recipient of the MD Preferred Medallion of Excellence, Merit Wealth Management has proven to meet the stringent standards and special needs of the medical community. The MD Preferred Service Network brings together a wide array of service professionals for the busy physician, advocating a carefully screened set of professional service providers who have a sophisticated internet and local marketing presence, high ethical standards, and expertise in the field of financial advising. This prestigious award is presented only to financial advisors with extensive experience and education dealing with the medical community. For more information visit www.mdpreferredservices.com

If you are interested in a complementary portfolio analysis and review of your current portfolio, please let us know. The portfolio analysis we deliver is an in depth look (one client described it as an X-Ray) of your current holdings, fees, asset allocation and asset location. This analysis is often very eye-opening to doctors and is of great value.