Everything Your Financial Life Needs, So You Can Focus On Yours.

WealthWorx brings a family-office level of service to physicians, attorneys, and business owners. We take pride in going far beyond investment management to handle the financial decisions that matter most.

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WHO WE SERVE

Built for people with complex, busy lives.

Attorneys

‍While you are in depositions, court, drafting motions, prospecting for new business, or working long hours to settle cases, we handle your finances, so it is one less thing competing for your time.

Physicians

Focus on caring for your patients while we handle the rest. From tax-efficient wealth strategies that help protect what you've earned to practice growth, succession planning, and a smooth transition when you're ready to retire or sell, we're here to help at every stage.

Business Owners

Keep reinvesting your time and effort into growing your business, we will handle the rest. From growth and tax-sheltering strategies that protect what you have earned, to succession planning, and the eventual transition out of the business you built.

Why WealthWorx?

Here you get more than an Advisor, you get a Financial Life Manager. Someone who thinks two steps ahead, handles the details, opens up their network to you, and understands your day to day.

Lets talk about your financial life

What We Do

  • Protection, income, or growth-oriented portfolio strategies, access to alternative investments, structured products, and lending capabilities.

  • Proactive planning alongside your CPA and Third-Party Administrator (TPA) for Cash Balance Plans, Roth conversions, charitable giving, entity structuring, tax-loss harvesting, and other strategies to keep more of what you earn.

  • Working with your attorney for asset protection, avoiding probate, special needs trusts, and preserving your legacy for the next generation.

  • Think of the many financial decisions you make throughout your life, negotiating the purchase/leasing of a car, vetting a general contractor, the cost/logistics of your next European vacation etc. We help coordinate or connect you with the right professionals to make this all happen.

  • We review or implement your life, disability, and long-term care insurance coverages. While working alongside your insurance agent to make sure your umbrella policy is up to date, so you are never caught exposed.

  • Assist physicians with becoming a practice owner, succession planning, consultations with business law attorneys, complex retirement plans designed to save the most on tax, exit planning guidance.

  • 529’s, Trump Accounts, and funding strategies to prepare your children for their financial future.

  • Educating your family on wealth management while removing emotions from investing, so you can grow your wealth responsibly.