Who We Serve
OUR VIRTUAL FAMILY OFFICE MODEL
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.
Physicians
At the WealthRx Advisor Network we understand firsthand the issues that doctors face when it comes to managing finances. We also understand that our Physician Partners need solutions that further enable them to bring their level of care to a higher level.
Business Owners
Advising business owners is complex and every business situation is different. From compensation to tax reduction and retirement strategies, a highly customized approach is required. Our job is to make it easy for you and your family.
Private Investors
Retirement planning services are provided by the WealthRx Advisor Network, which provides comprehensive wealth management, financial planning, investment consulting and portfolio management services to high net worth, affluent and ultra-affluent individuals.