You Care for Your Patients,
We Care for Your Finances
Financial Planning for Physicians
Student Loan Clarity
Time-Saving Solutions
Physician-Focused Expertise
From Student Debt to Influx of Cash: Managing Wealth as a Physician Is Complex
Despite years of rigorous training and sacrifice, many physicians often encounter financial hurdles that few others can truly understand.
From juggling hefty student loans with a sudden income boost to managing new family expenses and long-term investing goals, handling wealth as a physician quickly becomes more complex than expected.
Student Loan Strain, Now and Later: Is it smarter to pay down debt aggressively or invest for growth?
Managing a Sudden Surge in Income: After years of living frugally, how do you invest your newfound earnings safely and wisely?
New (and Growing) Life Expenses: From a first mortgage to kids’ education, family needs grow fast. How do you plan, save, and still provide for your family?
Investing Anxiety: Without real experience, it’s easy to make risky choices or miss big opportunities as your cash flow grows.
Time Is Always in Short Supply: Long hours, unpredictable schedules, and professional demands leave little time to research, plan, or confidently manage your growing finances.
Lifestyle Trap: Upgrading your standard of living is tempting, but can you sustain it over time? Many physicians retire later than planned or struggle to scale back their careers.
Retirement Uncertainty: With a constantly changing financial landscape, how do you ensure you’re on track for the future you want?
Your Prescription for Clarity, Confidence, and Control
Just as every patient is unique and requires a specialized remedy, we understand that copy-paste financial solutions for doctors don’t work.
Your financial world demands a tailored, integrated approach built around your career and life.
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Get comprehensive planning in one place—tax strategy, investments, retirement, life insurance, disability insurance, debt management, and more—guided by professionals who specialize in serving physicians.
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Work with a dedicated advisor who understands the specific complexities of medical careers, compensation, and regulations—your goals drive every recommendation.
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Your plan is built around your timeline, cash flow, tax planning, and family needs, with regular reviews to adapt as your career and life evolve.
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We respect your time with a process that’s clear, organized, and designed to alleviate the administrative burden from your shoulders.
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We translate complex financial realities into an actionable, transparent plan—so you always know where you stand and what comes next.
With Cornerstone Wealth, you finally have a partner who sees the big picture and sweats the details—so you can focus on caring for patients while we protect your financial future.
Whether you’re handling education loans, structuring investments, or planning for retirement, our physician-specific services cover every financial challenge, so you’re supported, no matter where your career takes you.
From Residency to Retirement:
Financial Services Tailored to Physicians
Managing Student Loan Debt:
Customized repayment strategies to free up your cash flow and eliminate the stress of debt faster.
Physician-centric tax planning that keeps more of your hard-earned income in your hands, every year.
Comprehensive protection: Disability, life, and liability coverage built to safeguard your career, family, and future.
Structured, flexible plans to set the right course for your financial independence—no matter how your career evolves.
Cash Flow Management & Budgeting:
Systems to help you track, manage, and maximize your income—so you can enjoy life today and build for tomorrow.
Saving & Investment Strategies:
Balanced approaches to saving and investment—tailored to help you grow your wealth while meeting ongoing expenses.
Strategic investing designed for physicians’ unique risk profiles and timelines, integrating your short- and long-term goals.
Advanced consulting in cash flow, practice growth, succession planning, and operational efficiency for physicians running their own practices.
How Our Specialized Advice Works for Physicians
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Consultation Deep Discovery
Meet with a dedicated advisor who listens to your goals, concerns, and life story.
The more we learn about your unique circumstances, the more precisely we can address your needs.
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Comprehensive Review of Your Current Picture
We analyze your compensation, existing benefits, loans, investment accounts, and insurance. Special focus is given to the nuances of student loan management and employment packages common to physicians.
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Physician-Specific Recommendations & Roadmap
Receive a custom financial plan with actionable steps that align with your financial goals, incorporating financial planning to enhance future decision-making.
We clearly map out strategies for debt repayment, provide tailored investment guidance, and optimize tax strategies, while highlighting any gaps in your protection. All recommendations are made with transparent reasoning and no pressure.
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Implementation: Turning Advice into Action
Your advisor coordinates every detail, working with your other professionals as needed.
You stay informed and in control while we handle paperwork and logistics.
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Ongoing Partnership and Continuous Support
Our relationship doesn’t end after the first plan.
We schedule regular progress reviews, provide timely updates, and adapt as your life and financial goals evolve, offering financial planning guidance, not just transactions.
Trusted by
Physicians Like You
“After years of putting off my financial plan, Cornerstone Wealth provided clear direction and a sense of calm I never thought possible. Their knowledge and empathy of the complex finances physicians deal with is unmatched!”
-Samantha L., Cardiologist, 21 years in practice
“They helped me unravel my student debt, align my investments, and protect my family, all while respecting my hectic schedule.”
—Michael S., Emergency Medicine, group practice owner
“Their approach is proactive, personal, and so efficient. I finally feel in control.”
—Priya R., Pediatrician
Meet Your Physician Family Financial Advisors
You deserve guidance from professionals who truly understand the demands of your career and the importance of trust.
With over a decade of serving doctors, Matt’s deep understanding of compensation packages, student loan strategies, and practice transitions helps physicians bring order to their financial lives.
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Matthew Sandberg
Wealth Advisor
Take Control of Your Financial Future,
With a Partner Who Understands Physicians
Learn with Cornerstone: No Fluff, Just What Matters
Stay ahead of the curve with timely, actionable guidance delivered by advisors who speak your language.
Schedule a Consultation with a Financial Advisor for Physicians
In the meantime, explore some of our financial resources for Physicians:
Physicians’ Frequently Asked Questions About Finances
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We tailor every plan to doctors’ distinctive challenges—combining physician-specific student debt advice, tax strategies, asset protection, disability insurance, 401k management, Roth IRA opportunities, retirement planning, investment options, and protection for your unique risks and career paths.
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From the first discovery call, you’ll receive a clear roadmap and a dedicated advisor. We gather your story, analyze your big picture and details, and build a step-by-step plan—always respecting your schedule.
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Yes! We keep you informed and in charge of the big decisions while handling the day-to-day details so your financial life runs smoothly without extra burden.
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Absolutely. We operate as independent fiduciaries, always recommending what’s in your best interest, with no hidden agendas or product quotas.
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No. Your discovery call is completely complimentary, with no obligation and no sales pressure.
