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About The Physicians Wealth Management Group

We specialize in helping our Physician clients to help achieve their objectives by:

  • Developing Sound Asset Protection* Strategies
  • Reducing Personal and/or Practice Income, and Estate Taxes**
  • Maximizing Retirement Income
  • Minimizing Health Care Costs
  • Maximizing Employee Benefits (Pension/401(k) Plans)
  • Planning for Business Succession and/or Exit Strategies
  • Maximizing Investment Returns while reducing risk
  • Protecting Family Income in the event of death or disability

Just as most Physicians are specialists, what we have discovered is that most prefer to work with experts that not only understand their personal situation, but who also are proactive in developing and implementing the strategies required to remedy them.

Finally, we believe that strategic financial planning is a process. As our client’s circumstances change, so do their financial objectives and the strategies necessary to meet their goals.

David K. Sebastian, CFP®, and his team of professionals at The Physicians Wealth Management Group (PWMG) specialize in working with individual physicians and group medical practices.

David has more than thirty-one years of Wall Street experience as a chief investment officer, portfolio manager, institutional bond trader, and estate planning, benefits planning and retirement consultant. He was named one of the "Best Financial Advisors for Physicians" by Medical Economics Magazine in both November 2004, November 2006, November 2008, November 2009 and November 2011.

Commitment to his clients’ needs and well-being is a primary motivation for David. He loves the daily challenges of his work and enjoys helping and spending time with his clients. Persistence, enthusiasm and a strong work ethic are additional attributes of his success.

David lives in Summit with his wife and three sons. When he is not in the office or meeting with clients, he commits his spare time to a variety of community service activities.

*Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.

**To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.


    

©2004-2017 The Physicians Wealth Management Group (R). All rights reserved.

Securities offered through Kestra Investment Services, LLC (Kestra IS) Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) .

Kestra IS and Kestra AS are not affiliated with The Physicians Wealth Management Group.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 512-697-6000.

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