White Coat Wealth Management

The sacrifice doctors make early in life is a very significant one.  They dedicate their time in their twenties and thirties for gratification later in life.  Which you know, that is the opposite of how America works.  The countless hours in the library, the late nights, and early mornings.  Delaying marriage, family in some cases, and major life milestones.  Risking hundreds of thousands of dollars in pursuit of the ultimate societal privilege of helping the sick.

I am all too familiar with these sacrifices doctors make.  You see, I married a dental student while she was finishing up her first year.  I also, spent many late nights in the medical library of IUPUI campus studying for my masters in Financial Planning and my CFA (Chartered Financial Analyst designation) It was an eye-opening experience to see the various financial decisions that these individuals go through.  Walking through FASFA forms, verifying adequate health insurance, analyzing student loans from her undergrad and her time through dental school.  Let’s be real, these future doctors do not have time to learn the intricacies of everything financial, nor do many want to.  This is where White Coat Wealth Management comes in.  A wealth management firm dedicated to doctors only.

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Advisors at this Office

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This Office

7230 Engle Rd Ste 308 Fort Wayne, IN 46804-2209 Phone: (812) 431-3350

Primary Office

7230 Engle Rd Ste 308 Fort Wayne, IN 46804-2209 Phone: (812) 431-3350