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Our Services


True Wealth Management for doctors requires a deliberate approach to a comprehensive outcome. Due to malpractice and asset protection concerns combined with increasing threats to top line revenues, doctors do not have the luxury to do fragmented planning that opens them up to unexpected risks and leaves money, time, and resources on the table.

Something as simple as the proper or improper titling of assets or tax status election can cost a doctors family millions. But knowing is only half the battle.

Caduceus Consulting is your expert in synching your big picture with your bottom line. With our diagnostic support and your intentional decisioning, Caduceus Consulting’s wealthcare plan design expertise will not only help you to reach your goals but will also make life better.

So if you tired of a one-size-fits-all philosophy from faceless financial institutions? Or piecing together programs from a variety of bankers, brokers, and insurance agents on your own? Get serious about your goals and call Caduceus today.

Abbreviated List of Service Offerings

  • Wealth Management
  • Trust Services
  • Practice Management Consulting
  • Compensation and Incentive Planning
  • Risk Management
  • Asset Protection
  • Portfolio Management
  • Estate Planning
  • Philanthropic Planning
  • Entity Administration
  • Strategic Planning
  • Practice Marketing
  • Contract Review and Negotiations
  • Coordination of Professionals
  • Tax Mitigation
  • Real Estate Investment Consulting
  • Regulatory and Licensure Defense
  • Practice Succession and Continuation Planning
  • Mergers and Acquisitions
  • Education Planning
  • Insurance Consulting
  • Malpractice Defense Strategies

Some service offerings are provided by third party vendor relationships through Caduceus Consulting strategic partnerships.

Are we a fit? It’s time to find out.