Vector Wealth Management, perhaps due to the founder’s father being a physician, has the good fortune of working with many doctors. Like no other vocation, being a physician requires an air of confidence that your patients can sense, and may in fact have an impact on their health outcomes. It can be challenging to shift from that important perspective to one of being the “patient,” so to speak, in a relationship with a wealth manager. We understand and respect this and see our responsibility in giving you an understanding and confidence around your financial life whether you are close to retirement or in the early part of your career.
As a physician, there are different approaches to your practice - independent group, salaried employee, independent contractor, or a combination of the above.
Our experience has taught us many things, not just the complexity of the various retirement plans and options. More importantly is to obtain an understanding of your mindset. The time, effort, cost, hours, and responsibility that it takes to become (and practice as) a physician is clearly substantial. We see our role as helping you to be a steward of the financial opportunities that can come with your profession, helping you prepare for tomorrow but focusing on getting today right!
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