Doctors Portfolios Need to Work Smarter and Harder than Ever. Wilshire-Pennington Group is Here to Help You..
Doctors are saying, "I need more income to retire on" or "I want my money to grow but cannot handle the market's ups and downs". Living longer in this world of low yields and returns puts a lot of stress on not only you, but your portfolio as well.
The Wilshire-Pennington Group is dedicated exclusively to wealth management for doctors. It was founded to help doctors save more of what they earn, then protect those savings from unnecessary loss, and reduce financial uncertainty.
From planning your estate to insuring your life and assets, to managing your investment portfolio and helping reduce your tax liabilities, Wilshire-Pennington can help guide you every step of the way. We are creative and experienced.
Call us today at Wilshire-Pennington Group via phone (1-800-264-5815), email (email@example.com), or our online contact form to connect with a wealth advisor that can answer your questions and connect you with our wealth management services.
We would love to hear from you! Whether it’s questions about our services, feedback from a recent seminar or comments on a blog post, give us a call using the information to the right or use the contact form below.
3129 Northwest 63rd Street
Oklahoma City, OK, 73116
Contact Us Today