Everything Your Financial Life Needs, So You Can Focus On Yours.

WealthWorx brings a family-office level of service to physicians, attorneys, and business owners. We take pride in going far beyond investment management to handle the financial decisions that matter most.

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WHO WE SERVE

Built for people with complex, busy lives.

Attorneys

‍While you are in depositions, court, drafting motions, prospecting for new business, or working long hours to settle cases, we handle your finances, so it is one less thing competing for your time.

Physicians

Focus on caring for your patients while we handle the rest. From tax-efficient wealth strategies designed to help protect what you've earned to practice growth, succession planning, and a smooth transition when you're ready to retire or sell, we're here to help at every stage.

Business Owners

Keep investing your time and effort into growing your business—we will handle the rest. We’ll help you implement growth and tax-sheltering strategies that protect what you have earned, prepare for succession planning, and navigate the eventual transition out of the business you built.

Why WealthWorx?

Here, you get more than an Advisor—you get a Financial Life Manager. Someone who thinks two steps ahead, handles the details, connects you with the right people, and understands your day-to-day.

Let's talk about your financial life

What We Do

  • Protection, income, or growth-oriented portfolio strategies with access to alternative investments, structured products, and lending capabilities.

  • Proactive planning alongside your CPA and Third-Party Administrator (TPA) for Cash Balance Plans, Roth conversions, charitable giving, entity structuring, tax-loss harvesting, and other strategies to keep more of what you earn.

  • We work alongside your attorney to protect your assets, avoid unnecessary probate, establish special needs trusts, and help ensure your legacy is preserved for the next generation.

  • Think of the many financial decisions you make throughout your life—negotiating the purchase/leasing of a car, vetting a general contractor, or considering the cost and logistics of your next European vacation. We help connect you with the right professionals to make this all happen.

  • We review and, when appropriate, implement your life, disability, and long-term care insurance coverage. We also work alongside your insurance agent to ensure your umbrella policy remains up to date, so you’re never left exposed.

  • We assist physicians with becoming practice owners, developing succession plans, consulting with business law attorneys, implementing complex retirement plans designed to maximize tax savings, and navigating their eventual exit from the practice.

  • 529s, Trump Accounts, and funding strategies to prepare your children for their financial future.

  • We help educate your family on wealth management while removing emotions from investing, so you can grow your wealth with confidence and responsibility.