For Physicians

For Physicians

For Practicing Physicians

We understand the long hours you devote to running a busy practice and caring for patients. You spend your days caring for your patients and their families – you shouldn't also have to worry about managing your investments. Pinnacle Strategies is a comprehensive financial services firm offering financial solutions for doctors - from residency through retirement. We understand your unique challenges, and through our collaborative environment we help physicians like you succeed.

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Newsletters

  • Trusts — Not Just for Estate Taxes

    In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.

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