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User Details

Title

Founding Partner

Academic Credentials

Retirement Benefits Specialist/Tax Sheltered Plans

Biography

Surgeons Capital Management (SCM) is a private wealth management firm that works solely with surgeons and surgical practices. We focus on providing wealth and investment management, estate planning strategies, asset protection, and credit protection strategies to our clients.

  • Because we work exclusively with surgeons and professional groups, we can provide some additional benefits and programs that are only available to our client surgeons — often at lower cost.
  • Recognizing your time constraints, we are available to work around the clock, seven days a week.
  • We are there for you when you need us, not when it’s convenient for us. We can meet with you virtually, or in person — whatever your preference.

We seek to understand your highly specialized and complex financial needs and, using tax-advantaged planning strategies, we strive to provide lasting value to you and your family.

Additional Information

Ian Rose has worked in the healthcare and investment field since 2002. Since co-founding SCM with Bob Owen in 2012, he has worked primarily with surgeons and private clients across the U.S. to help them accumulate, manage, protect, and distribute wealth.

Focusing on protection as well as tax-advantaged income and wealth strategies for high net worth individuals and surgeons, Ian helps private medical practices with implementing buy/sell partnership agreements, disability buyouts, pension formation, practice management, and other benefits programs. Ian is experienced with addressing the complex financial needs of surgeons and frequently is an exhibitor at their annual professional meetings.  Ian works closely with Corporate & Endowment Solutions, or CES, which offers corporate benefit and tax-favored planning strategies to high net worth individuals and organizations.

Ian graduated from Boston University’s Questrom School of Business (B.A., Finance).

Website

http://www.surgeonscapitalmanagement.com

Practice Details

Specialty

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