A GOAL WITHOUT A PLAN IS SIMPLY WISHFUL THINKING

Our Mission

Our mission at Physician’s Wealth Solutions is to serve the high-net-worth community by providing world-class solutions, expertise, and guidance to help our clients create financial security, stability, and confidence to live their best lives.

Our Values

Physician’s Wealth Solutions values Faith, Personal Responsibility, Personal Growth, Maintaining a Feedback Rich Environment, and Generosity.

Our Faith:

At Physician's Wealth Solutions, we believe faith is the substance of things hoped for, the evidence of things not seen (Hebrews 11:1). It is the bridge between us and God. Faith is not seeing but believing. It is when belief rises above fact. We have faith in God, ourselves and our fellow man. We have faith in Northwestern Mutual, The Granum System and we have faith in the achievement of our individual visions.

Be realistic-plan for a miracle.

PERSONAL RESPONSIBILITY:

We take ownership of the decisions we make-we may not control events, but we retain control over our responses to the events. Our life is the result of choices we make. Choose to be a victor-not a victim. We honor our commitments. Well done is better than well said.

Leadership is defined by results.

PERSONAL GROWTH:

We address our personal obstacles and work on them daily. We need to grow our courage and challenge ourselves to take risks; growth occurs when we manage our fear.

Accountability and learning are critical to this process. We are either growing or dying.

FEEDBACK RICH ENVIRONMENT:

We communicate clearly by disclosing how we feel. Our feelings are not negotiable. We must also be willing to receive feedback-knowing growth is impossible without it. Clear communication also means articulating our needs and getting them met. Our communication is given.

GENEROSITY:

The spirit and action of being generous creates abundance. We are where we are because people helped us. We believe in giving back to move forward. We give of our time, talents and treasure to others. The secret to living is giving.