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We're focused on you. Meet with a team of wealth management professionals who are highly specialized in the medical field and understand your need to protect and grow your assets over time.
Schedule a 30-minute call
We understand the financial needs of surgeons. Let's discuss your wealth management options.
What you will get
We'll take the complexity out of financial planning and will help you find solutions to your financial concerns.
What you can expect:
Financial advice and services tailored to your specific requirements and goals
Service from experienced professionals who always act in your best interest
Financial advice that is easy to understand and implement
Duly-registered and duly licensed financial professionals of Equitable Advisors offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA / SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Surgeons Capital Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. PPG-5444971.1 (3/23) (Exp. 3/27)