Zermatt Wealth Partners Is Here To Serve Scripps Mercy Medical Professionals
Our team has served physicians for decades, affording us unique insight into the challenges and opportunities presented to medical professionals. We have developed a proactive wealth management process specific to your unique needs, providing clarity, control and vision over your personal wealth. Knowing that your wealth is being actively attended to by a trusted partner, empowers you to focus on growing and managing your practice, and most importantly providing great care to your patients.
Common Private Practice Physician Financial Challenges
| CHALLENGE | SOLUTION |
|---|---|
| Time Constraints & Burnout Risk can make it challenging for physicians to dedicate time to financial planning and management. | A Trusted Financial Partner, focused on your “wealth’s health” can help ensure sound financial decisions are made and proactive solutions are acted upon. |
| Delayed Start to Saving & Investing. Many physicians don’t begin investing for retirement until they are 30-35 years old, about a decade later than other professionals. This can diminish the long-term benefits of compounding investments and may force doctors to invest more capital later or work longer to catch up. | This can make it vital to have a Steadfast, Dedicated Investment Partner to design and manage your investment portfolio. It is important to have an experienced team and process, working to get you the most out of your hard-earned dollars in alignment with your financial needs and goals. |
| Complex Tax Situations. With high incomes, physicians face significant tax burdens, and your busy schedule makes researching and implementing tax strategies a challenge, resulting in too many of your hard-earned dollars going towards taxes. | A Proactive Tax Advisory Partner can be vital in exploring tax-efficient strategies and investment vehicles to manage your tax liabilities effectively. |
| Physicians are often Common Targets for Litigation. | Asset Protection and Litigation Risk Advisory. Physicians are common targets for litigation, which necessitates careful asset protection strategies. This includes appropriate insurance coverage and legal structures to safeguard wealth. |
| Unique Insurance Needs | Specialized Insurance Advice at Competitive Pricing
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We are humbled and grateful to have formed this unique relationship with Scripps Mercy Physicians Partners. Your work is of the utmost importance.
As a token of our gratitude, we are offering all physicians and medical professionals in the network a complimentary wealth “checkup”. We are also offering preferred introductory pricing to any client related to the Scripps Mercy Physicians Network.
To schedule a complimentary wealth “checkup”, please click here to schedule a meeting or call our offices at (619)487-0808.
