Smart Investor is a founding member of The Ophthalmology Wealth Network which was designed to help members of the American Academy of Ophthalmology build financial security. We focus on preserving and enhancing our client’s wealth, for current and future generations.

Using a five step consultative process, we access renowned authorities from the legal and financial communities to formulate state-of-the-art concepts and strategies. This includes advanced planning – wealth enhancement, estate planning, asset protection, and charitable gifting.

We then act as our client’s personal "chief financial officer" and coordinate a team of experts in an ongoing process to deliver a set of solutions that meet their unique requirements.

Physician Focused Services

The Ophthalmology Wealth Network recognizes that the needs of ophthalmologists go beyond those of other affluent families.

Our team of experts helps physicians:

• Form group practices
• Protect their assets
• Limit the cost of medical E&O including access to captive insurance structures
• Bill and collect fees
• Identify cost-effective deferred compensation strategies
• Manage employee benefits

We protect our clients from the questionable investment and tax savings schemes often pitched to physicians. We recommend only legal and ethical “bright-line transactions." One example is our approach to investment consulting. We take the high road and legal obligations of a true fiduciary. Our state-of-the-art solutions are “by the book” and supported by the most extensive research in the industry and implemented by world-renowned investment managers.