Through many years of experience working in the financial industry, it became widely apparent that there is a considerable demand for the work that we do. Our knowledge and expertise surrounding the nuances of what can become quite complex continues to be sought after; even more so as financial capacity rises. Understanding this, coupled with the realization that today’s world and the lives we lead tend to become increasingly “busy”, we made a concentrated effort to dedicate and evolve our practice into a firm built on integrity, trust, faith, and generosity. With that in mind, it is our intention to serve as a catalyst for our clients as we develop long-term, multi-generational relationships by simplifying the financial planning process and breaking it down into actionable steps that inspire a move to action.
At Physician's Wealth Solutions, what we have come to enjoy most about running our financial practice is not merely the fact that we have the blessing of meeting with wonderful people every day, but it is knowing that we have the opportunity to make a profound impact in their lives, becoming a part of their story as we move them closer to achieving their goals and dreams, determined to maintain what is most important to them. When people feel better about their money, good things happen –they become more confident and feel more secure. Taking away the everyday financial stress that many endure (1 out of every 3 individuals, in fact), helps them breathe easier, sleep better, feel happier, and live life to its fullest. That is why PWS exists and why we do what we do!
Financial success doesn't happen by chance...it has much more to do with choice. Transforming aspirations into actuality takes courage, hard work, and discipline. When it comes to your financial goals, each decision you make will have a significant impact on your future. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow. Our role is all about serving you and providing the customized support you need. Our goal is to take the stress and complexity out of personal financial affairs to help you become the 'best version-of-yourself'. Our team is very passionate about our work and take pride acting solely in our clients' best interest. Our purpose is to deliver paramount service, along with innovative solutions to support our clients every step of the way.
Welcome to the family – As always, we look forward to serving!
- Zach Esplund
Zachary Esplund CFP®, ChFC®, CAP®, RICP®, MSFS
Founder and CEO