MedDent Wealth – MedDent Solutions

Financial Planning That Matches Your Reality

Dentists face unique complexities:

Uneven income and production-based compensation
High debt early in career
Capital-intensive practices
Limited time and decision fatigue – Paralysis by Analysis

MedDent Wealth brings structure to this reality through:

Goal-based planning and forward-looking projections
Practice-owner and associate-specific planning paths
Coordination with your CPA, attorney, and consultants
Ongoing guidance – not just a one-time plan
Retirement Planning – maximize best options available
Education Planning for families
Estate and Charitable Planning – advanced planning for gifting and transitioning wealth to future generations
Wealth Management for public and private investments

Building your Wealth requires time, good decisions and carefully curated asset allocation. We guide you along this path.

Our Difference

Fiduciary, planning-first approach
Designed specifically for dentists and specialists
Integrated with MedDent Consulting and Protect
Focused on long-term outcomes, not short-term performance
Education-driven, transparent, and disciplined

We don’t chase returns. We build strategies that hold up through every stage of your career.

Wealth Building Strategies

Foundations

Foundations focus on cash flow and balance sheet optimization, strategic debt load management and refinancing, aligned risk management and protection, and intentional credit building or rebuilding to support long-term financial stability.

Growth

Growth centers on investment strategies aligned with your goals and timeline, retirement planning for both practice owners and associates, treating practice value as a core wealth asset, and implementing tax-aware accumulation strategies.

Preservation & Transition

Preservation and Transition focus on thoughtful pre- and post-exit planning, strategic liquidity and distribution decisions, comprehensive multi-generational legacy considerations, and charitable giving aligned with your values and intent.

These strategies ensure your wealth is intentionally built, thoughtfully protected, and smoothly transferred through strategic planning, tax-aware decisions, and values seen across generations.

Who MedDent Wealth Serves Best

Those who want proactive planning, not reactive advice
Those who are beginning to accumulate, or already have, significant assets
Those who want their practice, investments, and personal goals aligned
Those who value relationship-based, long-term guidance

Start With a Wealth Planning Conversation

Every relationship begins with a focused planning conversation designed to understand your full financial picture, identify opportunities and blind spots, define what wealth means to you, and establish a clear path forward. This is about confidence, not complexity.