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Our Planning Process
Wealth Management Presentation

 

Our Mission

At the Physicians Wealth Management Group, we specialize in providing quality, personalized financial and educational services to individual physicians as well as group medical practices. We build long-term, caring and trusting relationships. Your successful financial future may depend on developing and implementing a sound financial plan with a firm you can trust.

It is our mission to become the premier provider of investment, wealth management and asset protection planning for individual physicians and group medical practices throughout the United States.

    

©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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