Physician Wealth Solutions
Finance · 1-10 Employees
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Overview
Phone Number
(404) 386-7641Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Physician Wealth Solutions
Physician Wealth Solutions, founded by Setu Mazumdar, MD, CFP, RICP, is a financial planning and investment management firm dedicated to helping physicians manage their finances effectively. The company offers personalized financial coaching consultations, investment management, and comprehensive financial planning services tailored specifically for medical professionals. With a deep understanding of the unique challenges faced by physicians, the firm aims to empower clients to make informed financial decisions and achieve their financial goals. By providing objective, fee-only advice, Physician Wealth Solutions prioritizes the best interests of its clients, ensuring they can enjoy their lives while managing their financial health.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Physician Wealth Solution...
<$5M
1-10
Private
-
2013
N/A
Company Profile Activity
Activity Insights
Physician Wealth Solutions is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Physician Wealth Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Physician Wealth Solutions.
Physician Wealth Solutions Tech Stack
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Physician Wealth Solutions, founded by Setu Mazumdar, MD, CFP, RICP, is a financial planning and investment management firm dedicated to helping physicians manage their finances effectively. The company offers personalized financial coaching consultations, investment management, and comprehensive financial planning services tailored specifically fo... Read More
