Private Wealth Management Financial planning for doctors
From financial services for your practice to support for your wealth goals, we’ll help you meet today’s needs and plan for the future.
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
Our services
Your vision, our expertise
Your Private Wealth Management team will help you design a custom wealth plan that brings together the right mix of products and series to fit your needs today without compromising your plans for the future. By analyzing your full financial picture—including legacy planning, investments, and banking—your advisor will help identify potential opportunities and manage risks effectively.
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Disclosures
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.