Physicians & Healthcare Professionals

A Virtual Multi-family Office

At Wealthrx Advisor Network

WealthRx Advisor Network brings global, bespoke wealth management services to clients seeking personalized, comprehensive advice. They have accumulated wealth or retirement savings and want to protect their assets, minimize taxes, guarantee their lifestyle, and leave a legacy.

Our clients have greater and more complex wealth management needs Partnering with financial specialists all over the world, we work tirelessly on their behalf.

We are a different kind of firm with a different approach. We’re the RIA  practice of the future—a virtual family office where the successful and wealthy can establish their financial haven. Our approach changes the way clients think about money, taxes, business, investing, and legacy planning.

As an RIA fiduciary,  the company is held to a higher standard, not just suitability, like a brokerage firm.

“We treat every client like they are our only client.”
~ Enyi Kanu

Three people are sitting at a table and one is writing on paper.

9 Money Mistakes Doctors Make and How You

Doctor Can Avoid Losing Literally Millions of Dollars

Would you like to achieve the financial freedom to do what you want to do when you want to do it? To build wealth, you want to address questions like these:

  • Do you know what your number-one expense is?
    Hint: it’s not your house or your kids’ college education
  • How does biology impact your ability to build wealth?
  • Are you paying more than your fair share of taxes?
  • Are you optimizing your earning potential?
  • Do you know how to protect yourself from financial predators?
  • Do you have a plan for potential disasters?
  • How do you protect yourself from Dumb Doctor Deals?

The Myth Of The Rich Doctor

What Is The State Of Your Financial Health?

Doctor, can you navigate the dangerous waters to reach a financial position to do what you want, when you want? For even high-earning physicians, wealth-building is fraught with complexity.

  • The forces that shape a physician’s relationship with money,
  • Common financial mistakes physicians make,
  • Habits that separate wealthy physicians from struggling physicians,
  • A process to assess your financial health, and
  • Elements of a physician’s wealth-building plan.
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Three people are sitting at a table and one is writing on paper.

Helpful Financial Books for Doctors

Our passion is to serve physicians, business owners, and private investors. Click on the area below that pertains to you for more information about what WealthRx Advisor Network has to offer to you.

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The 2020 Election

A picture of four buckets : do you know where your tax liabilities fall ?

Business Owners

A tablet that has the words " 4 0 1 k survival guide what to know if covid-1 9 impacted your job ".

Private Investors

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The CARES Act And You

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Legacy Planning