Create Your Legacy
Brett Miller, Partner, Wealth Advisor, shares how Corient can help healthcare business owners optimize their wealth, manage their wealth, and create lasting legacies.
Dentistry has been evolving the last five to ten years. Instead of being a lifestyle business that produced a very nice income, very nice savings, you've now seen a lot of capitalization in the movement towards generational wealth.
My name's Brett Miller. I'm a Partner and Wealth Advisor here at Corient, and I specialize working with healthcare business owners. One of the things I love best about the healthcare industry is they are accidental business owners. Very few healthcare providers went into their career of choice.
But look at profit and loss statements. Let us help with the financial aspect. Let us help you to manage not only your personal wealth, but what if we start to speak your language?
If we understand what the key performance indicators in your business and industry should be, help you to better manage your business and make better financial decisions such that you can better optimize your wealth, manage your wealth, and create your legacy.
Disclosure:
Advisory services from Corient Private Wealth LLC (“Corient”), a registered investment advisor (“RIA”), are regulated by the Securities and Exchange Commission and offered in jurisdictions where the RIA is registered. “Registered” does not imply any level of skill, training or approval by the SEC.
Investing involves risk. Visit www.corient.com to read the Disclosure Brochure & From CRS before investing.
