Brian Grigg, CPA/PFS works with many types of individuals and businesses but primarily focuses on helping medical practices, physicians, dentists, optometrists, chiropractors, nurses, and other medical professionals with strategic wealth management services. 

Why Specialized Wealth Management Services for Medical Practices & Healthcare Workers Matter.

As a healthcare professional, your focus is on your patient's health, so you may not have the time and knowledge to successfully manage your financial health. Working with a CPA/PFS focusing on doctors, physicians and healthcare workers allows for your financial planning to be strategically crafted for your personal situation informed by the experience and knowledge about the healthcare industry. Our wealth management firm provides a holistic approach to help pursue your short-term and long-term financial goals by focusing on 9 areas of wealth planning for individuals and medical practices. These areas of focus include, but are not limited to:

• Retirement Planning
• Portfolio Design and Management
• Tax Planning
• Legacy Planning
• Educational Planning
• Business Planning
• Risk Management
• Special Situation Planning
• Cash Flow/Debt Management

We enjoy working with the medical profession because of their dedication to helping the community. We want to show our thanks by ensuring the medical profession is taken care of, after their years of sacrifice and hard work.