Physicians
We know physicians have unique needs, particularly those who own their own practices. Learn about some innovative ideas we have to help you manage your wealth, while you help your patients and grow your business.
A Model for Managing Your Wealth and Mitigating Risk While Growing Your Practice
Wealth planning with a different approach for physicians.
We understand how demanding being a physician or medical practitioner must be, caring for and treating your patients, while building your practice. The Household Endowment Model® (THEM) was created for high net-worth individuals, including medical professionals who strive for greater-than-average returns from their portfolios, while protecting themselves during periods of high market volatility. We invite you to learn more about THEM in our free report, Wealth Planning Strategies for Physicians. Simply submit your information below to get instant access with our compliments.
Business Owner Report Request
If you're a medical or dental practitioner interested in innovative strategies to help you manage and protect your wealth, complete the form here or just give us a call.
(800)750-7581
1410 Triad Center Dr.
St. Peters, Missouri 63376
Daniel Roemerman is a registered representative of Realta Equities, Inc. Realta Equities, Inc. is not affiliated with Greenway Financial Group. Securities are offered through Realta Equities, Inc., Member FINRA/SIPC located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801. Investment advisory services are offered through Transc3nd, LLC., an SEC registered investment advisor, 165 Elmhurst Dr., Suite B, Kyle, TX 78640. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Greenway Financial Group or Transc3nd, LLC.
Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies.
