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Fiduciary Financial Planning in the healthcare space

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Ian Rose, founding partner of Surgeons Capital Management has over 20 years of financial planning... View more

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Ian Rose, founding partner of Surgeons Capital Management has over 20 years of financial planning experience in the healthcare field working with surgeons of all specialties to create, manage, protect, and distribute wealth. Our firm specializes in creditor and asset protection, tax-advantaged distribution, group benefits, and wealth strategies. We also help private practices with buy/sell for partners, disability buyouts, pension formation, and practice management. We work with surgeons around the country, many of whom are members of the AAOS, AANS, CNS, SMISS, SNS, NASS, EOA, SOA, WOA, ICJR, MASES, and ACESS. Because of our relationships in the healthcare field, we are able to offer benefits to our clients that are not available to the general public. As a National firm, we are able to leverage local knowledge and laws in our advice and recommendations.

Surgeons Capital Management is a private fiduciary wealth management firm specializing in the ever changing needs of surgeons and their practices. We have over 150+ years in the healthcare industry, designing and implementing financial plans for Surgeon clients around the country

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Fiduciary Financial Planning in the healthcare space

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