As a physician, you've invested years of training for your profession which is now providing you with a significant income. You want to ensure you protect and grow your earnings.
SNB has over 30 years of experience working with healthcare professionals. When it comes to investment services, we offer you a perspective that is very different from a stockbroker or insurance sales representative. We take a holistic approach to ensure that your investments, risk management needs and debt structure are fully integrated.
The advantage of SNB's approach to integrating your investments - including insurance, retirement, your wealth accumulation strategy, college savings plan or real estate - is that these things work best when they work together. The SNB approach provides you with the best chance for a successful outcome.
SNB Wealth Management provides financial planning services, as well as,
- Retirement accounts
- Brokerage accounts
- Managed asset services
- Closed-end funds
- Mutual funds
SNB is a leader in fee-based services as an alternative to commission-based products.
Find out how we can help you
- Call to speak with an SNB Wealth Management advisor: 1.888.762.4762
- Contact us via e-mail: firstname.lastname@example.org