About Us

We are a company that specializes in working with physicians, businessowners and medical practices. A doctor who owns their own medical practice, makes them also a businessowner, and that is the epicenter of who we serve everyday. We understand the unique needs of doctors, from start to finish and provide concierge financial services, investment strategies, succession plans, and comprehensive wealth management.

We have a podcast called: Physician Wealth Meds - A Wealth Podcast for Doctors that goes out to over 4,000 doctors of various specialties.

We also designed an online course per demand for the information and strategies, to help doctors, at their own pace, set up their retirement income strategies. We outline step-by-step the laser focused things that need to be done for success. If you mess it up early on, it could cost you way more that you thought and much sooner than you thought.

The link for the course: https://kdsullivan-wealth-strategies.mykajabi.com/wealth-for-life