Services

Services Tailored to You

Wealth Management Doctors offers bespoke wealth advisory services. We have built a reputation in the industry by specializing in alternative investments, especially those in the decentralized finance space. As such, blockchain-based investments are an important component of the integrated financial strategies we deploy on behalf of our clients.  We focus on client strategy. This means we build a strategy around a broad base of investment options, such as blockchain and decentralized exchanges. Strategically, taxes are a consideration, and so they remain important to the integrated plan. Investments are a strategic consideration that are driven by client risk tolerance. The Wealth Management Doctors team is happy to provide additional information where necessary. 

Stability and Growth

Every financial planner will tell you that diversification of assets leads to overall portfolio stability and long-term growth. An investor in today’s market understands that stability and long-term growth is a baseline expectation for any investment strategy. Investors are asking ‘what else can you do for me?’ 

We cannot control the markets volatility, but we can educate and inform our clients so that they can feel confident that their decisions are creating a stable environment for their finances.  We want our clients to be informed on all possible opportunities. They could be low risk, low interest, long term investments that promote stability, or they could be “riskier” investments in new, decentralized exchanges  We believe that the values of balance, transparency and realism will lead to a stable and advantageous environment for our clients. 

Keeping up with Trends 

While large financial goals can be daunting, it’s crucial to remember that every great journey begins with a single step.  Here at Wealth Management Doctors, we provide our clients with the tools they need to succeed at each of their goals. This includes finding new opportunities to invest.  

A global network of contacts gives our clients access to new opportunities, global insights and industry-leading digital asset planning. This includes blockchain-based and digital assets, which are advantageous to include in a portfolio.  Within a well-reasoned set of risk tolerances, we upfit our clients with the resources and options they need. This includes any set of priorities. For example, it is entirely possible to build a strategy around socially responsible investing. 

Taxes

At Wealth Management Doctors, we work to ensure that our clients remain highly organized and prepared.  As such, the team at Wealth Management Doctors offers tax compliance and auditing support, including a wide range of tax tools and services. 

If it’s necessary, we can also offer deeper tax planning tools and services. This includes cross-border tax planning, if it’s applicable.  Nobody should be double taxed, but  it does happen. Without the right advice and preparation, it’s entirely possible to pay far more than is necessary. Ensuring philanthropic and charitable success while continuing to achieve remarkable results. We are able to create strategies and provide advice to individuals and families with big goals, dreams and ambitions. It is a win-win situation. 

Estate Planning

Wealth Management Doctors offers several estate planning options. For many of our clients, generational wealth is not an out-of-reach goal. It is simply their reality. We want to make sure they and their families remain positioned to succeed. At Wealth Management Doctors, this means making sure the right people are responsible for client trusts. It also means making sure assets are deployed both profitably and in accordance with the goals of our client. 

Estate tax planning is a crucial part of successful wealth preservation. The tax component of estate planning is vital in the effort to preserve generational wealth. There is a similar situation in the case of business succession planning.