RESOURCES
Working with us opens the door to a much larger network specifically curated to help with your personal finance and business needs.
As a Certified Exit Planning Advisor I have a long list of contacts built up over the years to help practice owners drive value and help with a sale. Key contacts in areas such as business valuations, private equity, and much more help us get you where you want to go.
In the realm of personal finance, we can help you gain access to top tier investment platforms, wealth protection strategies, estate planning, and more.
Top 10 Tax Strategies For Orthopedic Surgeons
Download your free copy today to find out ways in which you could save upwards of over $100,000 per year in taxes.
The Financial Health Assessment For Orthopedic Surgeons
The Financial Health Assessment was designed specifically for Orthopedic Surgeons.
By taking the assessment you’ll receive a summary report showing the key areas of financial planning and how you score in each. You will see where you are doing well, and what areas are red flags for you and your family!
You’ll also receive actionable insight about how you can improve, and make sure you aren’t susceptible to any major pitfalls.
Take the assessment today and ensure you financial future!
The Ortho Money Show
The podcast where orthopedic surgeons learn how to take the same precision they use in surgery and apply it to building wealth, running businesses, and designing a life they love.
Each week, we'll dive into real strategies, stories, and insights to help you master your money, grow your practice, and achieve success beyond the OR.
The show can be found on Apple Podcasts, Spotify, and other major platforms.
The Capable Wealth Blog
Social Media
We use our social media to curate a wide range of useful content, covering topics from finance and careers to lifestyle and wellness. We’d love for you to join our community. Come and say hi over on the following platforms…