There's a reason brain surgeons are
so good at brain surgery.
Years of training, experience, and research are dedicated towards perfecting their specialty. So when it comes to your hard-earned money and financial decision-making, wouldn't you want an advisor that takes the same care to specialize in you?
Panoramic Financial Advice intentionally specializes in starting lifelong service relationships with Young Physicians. If that's you, our investment management resources and financial planning approach has been designed to seamlessly and effectively fit your life. All of our training, experience and research is dedicated towards understanding your needs, concerns, and objectives. While we could probably serve many other client groups well, we want you to be confident that you will get the most qualified financial advice when you come to Panoramic. Whether you’re a new Attending, or several years into your Attending career, we’ve got a service package tailored just for you.
OUR PROCESS
We were very deliberate and thoughtful when we formed our firm. We'll be the same way with you.
DISCOVERY
We start by listening. And we don’t want to know just enough to transact business. We want to know the real you – what’s important in life, what makes you get up in the morning, and who the people are that you care about most. Our consultative discovery process will uncover your deepest financial concerns, values, and needs.
INVESTMENT MANAGEMENT
After hearing your story, if we believe we can provide tremendous value, and you’re ready to move forward, we take the next step. We’ll collaborate with you to customize a sophisticated investment plan using our bevy of resources. That includes partnering with some of the most exceptional portfolio managers in the world.
FINANCIAL PLANNING
From there, we look to provide enhanced value through our Financial Planning process, in which we give direction in all the other important aspects of your financial life. By leveraging this advice, you’ll be coasting on the path towards some of your biggest dreams. We think you’ll enjoy the ride.