As a successful business owner, your professional life often overlaps with your personal one. The demands of running a company can consume more and more of your time, leaving little room to focus on your own financial wellbeing. At ProWealth, we step in as your strategic partner—acting much like a personal CFO—to help you establish and manage a strong financial foundation, implement tax strategies, and create a thoughtful exit or succession plan.
Our mission is to help you increase both profitability and quality of life by identifying and pursuing your best financial opportunities on both a business and personal level.
Building a strong financial foundation for your business is about far more than managing cash flow and meeting quarterly targets. It’s also about protecting your company from risk, recruiting and retaining top talent, and planning for the long term. We understand that your business decisions directly impact your personal finances—and vice versa—which is why we take a holistic approach that brings both sides into alignment.
At ProWealth, we specialize in helping business owners manage taxes efficiently, safeguard their business and personal assets, and establish sound retirement and succession strategies. Whether you’re in the growth phase, preparing to expand, or beginning to plan your eventual transition, our team provides tailored guidance to help you maximize value and minimize risk.
We’ll take the time to understand where your business stands today and where you’d like it to be in the future—both personally and professionally. Once we have a full picture of your goals, we’ll design strategies that integrate your business planning with your personal financial objectives, ensuring every decision supports the life and legacy you envision.
Our process begins with identifying potential gaps and areas of opportunity, then developing actionable solutions to strengthen your financial position. From optimizing cash flow and tax management to implementing efficient exit strategies and succession plans, we provide the insight and structure you need to feel confident about the road ahead.
No matter what stage your business is in, our goal is to ensure that your company and personal finances are working together seamlessly. We’ll help you build stability, protect your success, and prepare for the next chapter—so you can enjoy the rewards of your hard work today and for years to come.
Years of education and specialized training are essential to building a successful medical career—but they often come with financial challenges. Student loans accumulate through medical school and residency, and once you begin practicing, long hours and demanding schedules can make it difficult to focus on managing your personal finances. Striking a balance between your professional commitments, lifestyle, and long-term financial freedom requires time, attention, and expertise.
At ProWealth, we understand the distinct financial pressures that come with being a doctor, surgeon, or dentist. Your dedication to caring for others deserves the same level of attention when it comes to your own financial health. Our goal is to help you build a clear, sustainable path toward financial confidence—so you can focus on your patients and your practice, not your balance sheet.
Physicians face a unique set of financial considerations. From managing significant educational debt to navigating compensation structures, practice ownership, and liability protection, every decision has long-term implications. We work closely with you to design a personalized financial strategy that helps manage debt efficiently, optimize taxes, and protect both your practice and personal assets. We also help you establish a comprehensive retirement and exit plan that aligns with your career trajectory and lifestyle goals.
Your financial situation is unlike that of the average professional. That’s why we take the time to understand your values, goals, and family priorities before creating a plan. Whether you’re completing residency, growing your practice, or approaching retirement, we’ll tailor a strategy that integrates student loan management, investment planning, tax strategies, insurance, and estate considerations into one cohesive financial roadmap.
Our mission is to help you enhance both your profitability and your quality of life by ensuring your financial plan supports your ambitions rather than complicates them. Through proactive planning, ongoing guidance, and consistent communication, we help physicians achieve lasting financial clarity and peace of mind.
Whatever stage of your career you’re in, we’re here to help you protect your hard work, create balance between your practice and your personal goals, and build a future defined by confidence and opportunity.
Everyone envisions retirement differently. For some, it’s time with family and grandchildren. For others, it’s traveling the world, pursuing passions, or giving back to the community. No matter what your version of a fulfilling retirement looks like, one thing is certain — it should provide freedom, security, and peace of mind.
At ProWealth, we believe retirement is not the end of a lifestyle, but the beginning of a new one. While you’ve spent years building your career and achieving your goals, your wealth should now be working to build a future for you and your loved ones. Our tailored retirement income and decumulation strategies are designed to help sustain your lifestyle and preserve your resources—so you can focus on what truly matters.
Whether you plan to continue running your business, draw from an employer’s pension, or transition into full retirement, we’ll help you determine the right steps to create a secure, confident future you’ll be excited about. Our approach begins with understanding your vision—when you want to retire, what your ideal retirement looks like, and how your current financial strategies support those goals.
We’ll then develop a personalized plan that helps protect your wealth, maximize your income, and adapt to life’s changes along the way. From investment management and tax-efficient withdrawal strategies to healthcare and legacy planning, every element is tailored to help you enjoy the lifestyle you’ve earned.
Your financial plan doesn’t stop the day you retire. Once you’ve transitioned, we’ll continue to help you manage, monitor, and adjust your financial picture as your needs evolve. Our goal is to ensure that your assets continue to support your desired lifestyle throughout retirement—giving you the confidence to live fully and intentionally.
Whether retirement is decades away or just around the corner, the best time to plan is now. Together, we’ll help you make wise decisions, leverage opportunities, and design a retirement that reflects your values, ambitions, and dreams.
You didn’t rise to where you are today without vision, discipline, and strategic planning. Achieving professional success required setting clear goals, developing smart habits, and executing a roadmap to reach them. Now that you’ve built an exceptional career, it’s time to apply that same level of intentionality to your personal finances.
While you focus on leading your organization and providing for your family, our team focuses on ensuring your wealth works as efficiently and effectively as you do.
With executive success often comes a more complex financial picture. Equity compensation, deferred income, stock options, and other benefits can introduce layers of complexity that require careful coordination. As your assets grow, it becomes even more important to understand how to strategically preserve, manage, and expand your wealth. Our goal is to help you maximize every opportunity—so your success continues to serve your future.
We recognize the demands of your schedule and the sophistication of your financial life. That’s why we take the time to understand your goals, values, and priorities before developing a plan tailored to your unique circumstances. Once we have a full understanding of your financial picture—your assets, obligations, and opportunities—we’ll help you establish clear objectives and sustainable financial habits that keep you on track without consuming your valuable time.
You shouldn’t have to wonder if you’re making the right financial decisions. Our team provides ongoing portfolio monitoring, regular progress reviews, and strategic insights to help you make informed choices. We’ll advise when it’s the right time to pursue growth opportunities, adjust risk exposure, or explore new strategies designed to enhance your financial future.
Whatever your vision of success looks like—whether it’s securing your family’s future, preparing for retirement, or leaving a lasting legacy—we’re here to ensure your financial strategy aligns with your professional achievements. Together, we’ll create a plan that not only protects what you’ve earned but also positions you for continued prosperity and peace of mind.
Professional athletes face unique financial challenges due to their short earning window and often substantial income. To ensure long-term financial success and security, a comprehensive financial plan supported by ongoing professional guidance is essential. Our team of experienced advisors is here to educate, guide, and empower you to make informed decisions throughout every stage of your career and beyond.
Effective financial planning begins with the fundamentals — managing cash flow, creating and adhering to a budget, conducting in-depth tax analysis, and establishing an emergency fund. These core strategies set the stage for long-term stability and peace of mind.
Our team helps you develop a diversified investment portfolio, leverage tax-advantaged retirement accounts (such as 401(k)s and IRAs), and explore real estate and other investment opportunities tailored to your goals. We also focus on tax mitigation and management, utilizing tax-efficient strategies and deductions* to help you retain more of what you earn.
We assist with comprehensive insurance planning, including disability, life, and liability coverage, as well as asset protection strategies designed to preserve what you’ve worked hard to build. Our estate planning guidance ensures your wishes are honored through properly structured wills, trusts, powers of attorney, and clear beneficiary designations.*
Financial literacy is key to lifelong success. We provide ongoing financial education so you can better understand your investments, strengthen decision-making skills, and build a trusted financial team around you.
As your career evolves, we help you prepare for life after sports through career transition planning, including education, business ventures, and alternative income streams. For those with philanthropic goals, we offer support in developing a charitable giving strategy that aligns with your personal values.
Finally, our team ensures you’re well-informed when it comes to legal and contractual obligations, such as endorsements, sponsorships, and partnership agreements.*
By addressing all of these areas comprehensively, our advisory team helps professional athletes make smarter financial decisions, protect their assets and loved ones, and achieve lasting financial success.
*Certain areas may involve collaboration with qualified attorneys and/or accountants.