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Helping the Medical Community Achieve Financial Success

Physicians Wealth Management Services, Ltd. is a Boutique Firm established to meet the Total Wealth Management needs of Successful Physicians.


We are actively seeking Medical Professionals who are not fully satisfied with their investment performance or the service and contact they are receiving from their current advisor. We pride ourselves on our ability to identify potential flaws in existing strategies and presenting alternative solutions.

Our team of financial advisors specializes in custom designing clear investment strategies to help meet each client's specific objectives.

Your patients expect the most advanced and innovative techniques to analyze and improve their health. When it comes to your hard earned assets and financial future, you should demand the same. Our Success is measured by Your Success.

Call us toll free at (800) 611-6722 to speak with one of our specialists today about a customized, personal Total Wealth Management strategy.