A complete list of active advisors currently associated with Physicians Wealth Solutions, LLC

Warmer can help you find a great advisor at Physicians Wealth Solutions, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Physicians Wealth Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.