Physicians Wealth Solutions, LLC
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About
Physicians Wealth Solutions serves individuals and high‑net‑worth clients with discretionary portfolio management, financial planning provided at no charge to advisory clients, and pension consulting for employer retirement plans. The firm constructs individualized Investment Policy Statements, conducts ongoing portfolio monitoring, and may refer clients to third‑party money managers when appropriate.
PWSL uses a mix of analytical methods — including fundamental, technical, quantitative analysis and modern portfolio theory — to implement both long‑term and short‑term strategies. Its investment menu emphasizes U.S. equities but also includes fixed income, REITs, annuities, ETFs (including precious‑metal ETFs), non‑U.S. securities, and higher‑risk techniques such as options and margin transactions, with accounts generally managed on a discretionary basis.
The brochure discloses that one or more principals maintain registration with another investment adviser and that the firm may receive fee‑sharing when directing clients to third‑party advisers, a relationship the firm identifies as a potential conflict of interest. The combination of fee‑sharing referrals, explicit disclosure of affiliated adviser relationships, and the documented use of options and margin trading distinguishes PWSL from many peers in its size category.
Client services
Expertise
Occupation focus
Fee options
All assets+: 2.00% annually for portfolio management services Plan assets+: Up to 0.50% for pension consulting services
Fee-only: Financial planning services are offered free to advisory clients
Main office
6816 Caine Road
Columbus OH 43235
Advisors at this office
2
Most active in
Ohio
Also doing business as
Kamann, Mark W · Physicians Wealth Solutions, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
John S
Series 63, Series 65
Columbus, OH
Physicians Wealth Solutions, LLC
John Stewart is a financial advisor with Physicians Wealth Solutions, LLC in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Physicians Wealth Solutions since 2015. Outside of his advisory work, he is a 50% member of JRS Investors, LLC, which owns a hunting land and cabin in Otsego, Ohio. Physicians Wealth Solutions serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and pension consulting. The firm uses a multi-method investment approach that includes charting, fundamental, technical, cyclical, and quantitative analysis, employing both long- and short-term strategies across various asset classes.
John Q
Series 65
Columbus, OH
Physicians Wealth Solutions, LLC
John Quimjian is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Physicians Wealth Solutions, LLC since 2014 and is also involved with Orthopedic Specialists and Sports Medicine, where he serves as a 401(k) and profit-sharing plan administrator. Physicians Wealth Solutions serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and pension consulting. The firm employs a multi-method investment process that includes fundamental and technical analysis, managing accounts on a discretionary basis with a focus on U.S. equities and a variety of other asset types.
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