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Investment Management For Physicians
Investing is an essential step in building long-term financial security. At Physicians Thrive, we offer personalized investment services designed specifically for medical professionals.
Our strategies address the unique challenges and opportunities physicians face, helping you grow and protect your wealth with precision and confidence.
We specialize in…
How It Works
Physicians Thrive simplifies the complexities of investment planning, offering physicians bespoke solutions that align with their career stage, financial goals, and risk tolerance.
From personalized portfolio management to tax-efficient strategies and real estate investments, we integrate your investments with your broader financial plan for holistic wealth growth.
With expert fiduciary guidance, you can confidently build and secure your financial future.
Tailored Portfolios
Personalized investment plans designed to meet your financial goals, risk tolerance, and career trajectory.
Tax-Efficient Strategies
Minimize tax liabilities with smart asset allocation, tax-loss harvesting, and strategic planning.
Diversified Options
Explore traditional investments, real estate, and alternative assets to optimize growth and stability.
Frequently Asked Questions
What makes our investment services unique?
Our team understands the unique financial challenges physicians face, such as fluctuating incomes and high student loan debt. We craft strategies specifically tailored to medical professionals.
Do you provide advice on real estate investments?
Yes, we guide physicians in real estate investments, from residential properties to commercial opportunities, ensuring alignment with your financial goals.
How do tax-efficient strategies work for investments?
We optimize your portfolio by placing tax-inefficient assets in tax-advantaged accounts and employing techniques like tax-loss harvesting to maximize after-tax returns.
Related Services
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!
