Financial First Assist for Orthopedic Surgeons
REPRESENTED IN THESE HOSPITALS AND MORE
Experience Wealth That Matters®
Patients come to you because you’re specialist, not a generalist.
You deserve a financial advisor who specializes in your unique pain points and needs. For example, your advisor should understand that buying into a surgery center could be more profitable than your stock portfolio!
Your financial life is full of unique opportunities and exposure to risk. You and your financial team need to be thinking about tax planning strategies, asset protection, and so much more – traditional investment management only scratches the surface, and we’re ready to go so much deeper.
Plan For Your Financial Health
You’re short on time, and that’s where we come in.
With many competing priorities vying for your attention, we’re here to help you make planning ahead for financial health easy – from retirement, taxes, investments, insurance, career pursuits, and more.
Vestia brings you innovative financial ideas just as you innovate to transform the lives of your patients.
Ongoing Partnership & Care
Our ongoing care clients meet with us twice a year and
we are available as needed via phone/text or email as questions arise.
CORE COMPETENCIES
Financial planning
Contract negotiation
Employment contract design services
Student loans
Retirement planning
Insurance strategy
Employee benefits
Investment management
Tax strategy & mitigation
Planning for practice owners
Education
Healthcare venture capital
Your Team Lead
Our team of action-oriented advisors understands that time is money for an orthopedic surgeon. We understand how busy you are – let us coordinate your team of professionals so you don’t have to. Once we understand your definition of success, you can have the confidence to delegate and know we are on top of things so you don’t have to be.
5 Financial Pain Points for Orthopedic Surgeons Today
Download our free eBook today to uncover the most common financial pain points orthopedic surgeons are facing in today’s financial landscape – and how to navigate them.
