White Coat Wealth Management

Financial Services - Fort Wayne, Indiana, United States

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The sacrifice doctors make early in life is a very significant one. They dedicate their time in their twenties and thirties for gratification later in life. Which you know, that is the opposite of how America works. The countless hours in the library, the late nights, and early mornings. Delaying marriage, family in some cases, and major life milestones. Risking hundreds of thousands of dollars in pursuit of the ultimate societal privilege of helping the sick.I am all too familiar with these sacrifices doctors make. You see, I married a dental student while she was finishing up her first year. I also, spent many late nights in the medical library of IUPUI campus studying for my masters in Financial Planning and my CFA (Chartered Financial Analyst designation) It was an eye-opening experience to see the various financial decisions that these individuals go through. Walking through FASFA forms, verifying adequate health insurance, analyzing student loans from her undergrad and her time through dental school. Let's be real, these future doctors do not have time to learn the intricacies of everything financial, nor do many want to.The financial advice industry in a general sense, is complex and ambiguous. Where does one start? Are all "Financial Advisors" created equal? Are these advisors up-held to the same fiduciary duty that you treat your patients with? These concerns are not medical professional specific, but it is the basis of where the conversation needs to start.Medical professionals are vulnerable to this type of financial fraud; this alone is why I decided to establish White Coat Wealth Management a company that solely focuses on medical professionals. True, transparent, unbiased advice, just like you give your patients. That is how it should be.

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Employees: 1
HQ: (812) 431-3350
Location: Fort Wayne, Indiana, United States
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