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PROFESSIONAL PRACTITIONERS

We Take Care of You While You Take Care of Your Patients

As a professional practitioner, you lead a busy life. So it makes sense to hire the pros to do it for you. After all, you have more assets to invest, grow, and manage than most. But even then, finding the right financial professionals to trust can be just as frustrating. Sure, you have plenty of choices. But cutting through the noise is no small task.

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Like medical practitioners, financial pros typically carry various sets of initials after their names to denote specific areas of expertise. They get confusing quick — and that's only the tip of the iceberg. 

For example, you deal with difficult patients all the time. But imagine one who expects you to handle all of his health care needs.

  • He insists you give him regular eye and dental exams.
     

  • He also asks you for physical therapy and a mental health assessment.
     

  • And life-or-death surgical procedures? Yes, those are up to you, too.

Although extreme, this scenario sheds light on a common misconception: One advisor can handle all of your financial needs. Like your personal health, you should not rely on one person alone to monitor your financial well-being. You need multiple specialists dedicated to specific areas to build, maintain, and grow wealth.

 

That's what makes BWM and our network of local professionals the first call for professional practitioners in the greater Bridgeport and surrounding areas. 

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Investing in Professional & Personal Passions

Communication is key to effective patient care. Doctors must transfer sensitive information regarding treatments, lab results, and prescriptions into the right hands.  In the same way, every member of your financial advisory team must be able to work together. Here are a few examples that explain why:

MOST INVESTMENTS WILL HAVE TAX IMPLICATIONS
YOUR ESTATE PLANNING ATTORNEY SHOULD KNOW ABOUT YOUR LIFE INSURANCE POLICIES
POOR COMMUNICATION COULD LEAD ON SPECIALIST TO MAKE A DECISION THAT HAS A NEGATIVE IMPACT ON YOUR OVERALL FINANCES

Now that you have a better grasp of who does what,

it's time to meet the right teammates to build out your roster.

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5 FINANCIAL MISTAKES

PHYSICIANS MAKE

Physicians are investors who face unique challenges and have particular needs in order to thrive financially in an ever-shifting landscape of industry changes.

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FREE PORTFOLIO

RISK ANALYSIS

Take our no-cost, no-obligation 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you're willing to risk for potential gains. 

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ENJOYING MORE & WORRYING LESS?

ARE YOU READY TO TAKE THE NEXT STEP TOWARDS

Request a no-cost, no-obligation second opinion meeting today.

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CONTACT

4565 Benedum Drive

Bridgeport, WV 26330
Phone: (304) 626-3900
Toll-Free: (866) 623-3900

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Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Beacon Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of DC, DE, FL, MD, NC, OH, PA, SC, TN, TX, VA, and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.

 

©2018 by Beacon Wealth Management