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"When you come to a roadblock, take a detour."

Barbara Bush

DocFolios™

Medical Financial Advisory

If you are a physician looking for financial advice and tax planning wisdom, you need a specialist!

As a physician, you already know that your financial life is substantially different from the rest of the world. That’s why at Silverhawk, we provide a wide array of specialized financial services on both a business and an individual perspective to medical practices and the physicians that own and operate them. In fact, we have even trademarked a unique methodology for managing the investment portfolios of our medical professional clients, DocFolios™. Our DocFolios™ portfolio management approach takes into consideration your unique tax and asset protection needs as a medical professional, while still seeking to provide you adequate exposure to equity and bond markets in order to improve long term returns, yet implementing an active hedging discipline in order to minimize short term portfolio losses. This strategy, deployed in concert with our Tria Formula™, will provide you with a broadly diversified, multi-asset, multi-geographic, actively tax-managed investment portfolio.  Our years of experience, and our vast expertise and resources in working in this specialized area enables us to offer strategies and value-added services designed to help you profitably manage the business side of your practice, protect the assets you accumulate from loss, and minimize any income and estate tax burdens that you might face.

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Contact Information

Silverhawk Private Wealth – Headquarters
21090 N. Pima Road
Scottsdale, AZ 85255

 

Irvine Office
949.207.6036

 

Seattle Office
1601 5th Ave Suite 1100
Seattle, WA 98101