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Financial Planning for Medical Professionals

Coastal Wealth is a comprehensive financial planning firm offering concierge solutions for doctors. Through our collaborative environment, Coastal Wealth helps individual physicians and medical practices succeed.

Expert Financial Advice for Medical Professionals at All Career Stages


Physicians have a unique situation in meeting their financial goals because of delayed entry into the workforce. Doctors are challenged to pay down hefty student loan debt while making up for the earning-time gap. They need expert financial advice to guide them toward their goals. Working with Coastal Wealth, mid-career doctors can develop detailed cash-flow plans, create disability protection plans, monitor their continual progress toward their financial goals.


Doctors nearing retirement prefer a firm grasp of the financial and tax implications of winding down their careers, as well as estate planning. Making realistic assumptions about the future is a key attribute of a quality long-term retirement plan. We are here to help guide you to your goals.



Client Centered

The Health of Your Wealth, published by Coastal Wealth advisor, Howard Wolkowitz s shows you how to assemble your financial team. Discover different types of advisors, the roles they play, and who you need on your side. This how-to guide for nurses focuses on team-building to accomplish your financial goals. It will change the way you think about money, wealth, and life balance.