Let us help you manage your wealth today.

Call Us For Help:
National- (800) 735-1601
St. George, Utah- (435) 674-1600
SLC, Utah- (801) 901-1101

Or Email Us:
wealth@soltisadvisors.com

St. George
20 N Main, Ste 400
St. George, UT 84770

Salt Lake City
222 S Main St Ste 1776
Salt Lake City, UT 84101

 

Physicians

As a physician, you have the resources to create a solid financial future. The challenge is that physicians are often approached with investment opportunities that are sold as “sure things” but seem to under deliver more frequently than you would expect given the original pitch. With all of the requirements you have to keep up with the latest procedural and pharmaceutical developments along with changes by insurance companies and the government on billing codes and rates, how do you find time to keep up with your financial plan and investment strategies?

On top of all of this, the government is actively lowering reimbursement rates, trying to increase taxes on high income earners, and allowing malpractice insurance premiums to escalate at rates well above inflation. All of this is causing many physicians to join larger groups rather than run individual practices. What are the best investment strategies for you and your practice given the current situation that you face?

At Soltis, we can help you with everything from managing your personal wealth to setting up and advising a retirement plan for your small or large group practice. We can work with you to establish a tax efficient savings plan that allows you to keep more of the money that you have earned. In addition, we can help you with asset protection strategies to protect you against potential claims. We can even provide an independent review of those “sure thing” investment opportunities.

We have numerous clients who are either practicing or retired physicians and look forward to providing you the same high level of service that they are enjoying.

Independently Certified

Soltis Investment Advisors

Soltis Advisors is proud to be among the first investment advisors globally to successfully complete the independent certification process of CEFEX, Centre for Fiduciary Excellence. CEFEX certification independently analyzes the trustworthiness and best practice processes of investment fiduciaries.

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National Recognition

See our ranking in Barron's List of America's Best Financial Advisors.

Soltis Investment Advisors
Soltis Investment Advisors

Financial Times Top 300 Registered Investment Advisors

Our Brochure

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Soltis Investment Advisors