Private Wealth Management
Financial planning for doctors

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As a busy health care professional, you face considerable pressure every day to make your practice a success. When do you find the time to ensure your personal wealth plan is also flourishing?

You may be balancing how to leverage your income to cover your medical school debt and practice expenses while planning for your future.

Your dedicated Private Wealth Advisor will work with you to understand your personal and professional financial goals. Together we’ll create a customized wealth plan that addresses your specific needs.

Specialized wealth strategies

 

Financial services for your practice

We can help increase your practice’s productivity and cash flow by providing customized financial services, including:

  • Credit and financing strategies such as working capital lines of credit
  • Cash management services, including SinglePoint®, an integrated, online suite of treasury management services
  • Electronic payment options to help manage cash flow and revenue intake
  • Financing for building or equipment leases
  • Investment management to help monitor excess cash and longer-term financial goals

Find the right balance

 

Personal financial planning

Your Private Wealth Advisor will help you create a wealth plan that may include:

  • Tailored loans and lines of credit to help you take advantage of unexpected opportunities or leverage your assets for additional liquidity
  • A full range of deposit products
  • Wealth planning customized to specific levels of need and interest
  • Investment management tailored to your life and objectives
  • Trust and estate services to ensure the appropriate transfer of wealth and management of your complex needs

Retirement planning

 

1 in 5 doctors are behind on financial planning

While many physicians say they are on track with their financial planning, not all are confident or ready for retirement. About 73% said they’re prepared to retire but only 10% said they’re ahead of schedule. About 18% reported that they are behind schedule.1

Working with a Private Wealth Advisor you trust can help you feel more confident as you prepare for the future.

Our services

 

Your vision, our expertise

With your goals in mind, your Private Wealth Advisor will design a custom financial plan that brings together the right mix of products and services to fit your needs. Select any of the following links to learn more about our services.

Insurance products are available through our affiliate U.S. Bancorp Investments.

Insights

 

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Strategies for navigating family financial conversations

There’s no time like the present to address financial matters with your family. Here are three tips for a productive discussion.

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Trust and estate planning tips

Learn about types of trusts, choosing a trustee, how to involve your family and more.

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