Protect Your Money
Services • Estate Planning • High Net Worth Individuals
Customized Wealth Management Solutions
High Net Worth Individuals
Physicians Thrive specializes in addressing the complex financial needs of high-net-worth individuals.
We provide tailored wealth management strategies designed to protect, grow, and optimize significant assets.
From tax efficiency and estate planning to investment diversification, our comprehensive solutions empower you to secure your financial legacy while achieving your personal and professional goals.
How It Works
We start with an in-depth financial assessment to understand your unique wealth profile, goals, and challenges.
Our team of financial advisors, tax strategists, and legal experts collaborates to develop personalized solutions, including investment optimization, asset protection, and estate planning.
We proactively monitor and adjust your plan, ensuring your wealth is protected and growing across all stages of your career and life.
- Implementation: Execute your plan with expert guidance and ongoing support.
- Financial Assessment: Understand your current wealth, income streams, and financial goals.
- Customized Planning: Develop strategies for investments, taxes, and estate management.
Tax Optimization
Maximize your wealth by minimizing tax burdens with advanced planning strategies, including income deferral, tax-efficient investments, and charitable giving.
Asset Protection
Safeguard your assets through risk management, legal structures, and diversified investments tailored to shield your wealth from liabilities and economic volatility.
Estate Planning
Ensure a seamless transition of wealth with customized wills, trusts, and gifting strategies that align with your legacy and future goals.
Frequently Asked Questions
hat tax strategies do you offer for high-net-worth individuals?
We specialize in income tax reduction, asset location optimization, and strategies like charitable giving to minimize liabilities while maximizing wealth preservation.
How can I protect my assets as a high-net-worth physician?
Our experts implement legal structures such as LLCs and trusts, combined with risk management strategies, to shield your wealth from creditors and economic risks.
Can you help with multi-generational estate planning?
Yes. We create comprehensive estate plans that include wills, trusts, and tax strategies to ensure wealth is transferred efficiently and in line with your wishes.
110,500 Physicians
…and Counting
We’ve educated and served thousands of physicians.
Our team has helped physicians in all 50 states better understand their unique financial situations.
7,000+ satisfied physicians
– Jigar Panchal
I worked with Dave Swan recently for disability insurance. Dave and his team were very professional and courteous. He was always available for questions and was overall a pleasure to work with.
– Saurabh Singhal
I couldn’t recommend Dave & Steve Stratman for contract review services more. I also further have a meeting set with Dave to discuss disability insurance and continue our discussion about financial education and planning in the upcoming weeks.
– Nick Peacock
Great company to work with, helped me set up own occupation disability insurance and were very helpful and great at explaining things along the way.
– Ealena Callender
I have been very pleased with Physician’s Thrive. Their representatives are always responsive and helpful. Michaela is pleasant and eager to help. It is great to have one reliable place to go for a wide range of services. I highly recommend them to anyone who asks.
– Doug Zaruta
Top notch all-inclusive financial planning, contract review, accounting, tax planning, and more. Dave Swan is a true professional with strong values and integrity. He and the entire team at Physician’s Thrive are trustworthy, reliable, and accessible.
– Jake Luther
Michaela provided excellent advice regarding student loan repayment, investments, and home buying when I was entering residency. I highly recommend her and this company for any physicians that are in search of financial advising.
– Colton Roessner
Michaela gave a great presentation on medical student financial literacy and making the transition from student to resident to attending physician. I would highly recommend her for anyone with financial questions about medical student loans and financial planning!
