Physician Wealth
Advisory (PWA)​
Created by a Physician Family for Physician Families
“Physicians have a unique set of wealth planning needs: tax-efficient investing, asset protection, risk and debt management.”Â
Annelise Li, CFA
Founder & CEO of Fintent Invest
Investment Adviser Representative
CA – Licensed
Description
As a spouse to a physician, our founder, has firsthand experience on the importance of having a solid blueprint for building and managing wealth for a physician family.
Physician Wealth Advisory (PWA) platform is a wealth management program designed for the unique earnings potential, financial goals, and investment options for medical professionals. Our registered investment advisor works with our physicians and their families to design a program that is unique to their wealth requirements, values, and financial planning needs.
The PWA program assesses, manages, and plans for the full wealth cycle of a physician’s professional trajectory. We also specialize in tax-efficient cashflow based investments through private investment opportunities* within a network of private partnerships curated by Fintent Invest.Â
*Only available to accredited investors and additional fees apply.
What may you expect as a Physician Wealth Advisory (PWA) client?
1.Every PWA client starts with an introductory meeting with our registered investment advisor. At this meeting, we want to get to know you as a person and your family. We want to know about your values, your money decision making style, your money history, and your wealth journey. Every PWA client has unlimited access to our proprietary financial planning platform, designed to help our clients to organize and to view their finances in one secured location.Â
2.During our onBoarding meeting, our advisor will review all the financial information with our physicians and their families. A more in-depth conversation will take place so our advisor can help our physicians and families to set financial goals with intention and gain a more solid understanding of their money history. We will discuss with our physicians and their families how Fintent Invest can best support them with their wealth journey through designing a personalized learning program with their interests in mind.Â
3.Once the client signs off on the investment proposals through the investment policy statement (IPS), the advisor will begin to implement those investment recommendations. Every PWA client has access to our six proprietary model portfolios designed to generate risk-adjusted returns, income, and limit capital loss. In addition to traditional investment options, Fintent Invest also presents alternative investment opportunities* that generate tax-efficient cashflow through direct real estate investment, private equity, and limited partnerships in commercial real estate.
*Only available to accredited investors and additional fees apply.
4.Our advisor meets every PWA client twice a year to discuss any financial changes, update the original financial plan and IPS, rebalance asset allocations as per the latest IPS, and discuss performance. Quarterly check-ins are available to clients who would like to ask questions about their personalized learning program.
5.In addition to growing our client’s financial assets, Fintent Invest is committed to partnering with our clients to build a more grounded relationship with money. We want to help our clients to better understand their money blind spots and to mitigate those cognitive and emotional roadblocks through mindfulness reset exercises, intentional goal-setting techniques, and personalized financial content.
Minimum asset under management for Physician Wealth Advisory service is $250,000.
Free Comprehensive Financial Planning ($5,000 value)
Every new client will receive a comprehensive financial plan that includes:
- Retirement planning
- Educational/college planning
- Generational wealth plan
- Values-based budgeting
- Insurance evaluation
- Current and target asset allocation analysis
- Investment risk assessment
- Cash flow analysis
- Debt Management and Analysis
- Asset Protection Recommendations
- Private Medical Practice Succession Planning
Supporting Physicians
Beyond the Clinic
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