Physicians & Attorneys

Running a practice is complex – we’re here to help.

As a practitioner, you have different and specific needs that others may not. You keep long hours and your time is limited and valuable. You may have substantial loans and a higher income subject to taxes and fees. We’re here to help you make the most of your practice.

Our clients trust us to manage their resources and to bring them recommendations that help them grow and thrive.

For practitioners, we’re able to offer retirement plans & wealth strategies, access to referrals for commercial lending, life insurance, disability insurance, cash management solutions, employee benefit programs, and professional advisory services.

Financial Planning

You hand us the puzzle, we’ll hand you solutions. We take a comprehensive approach to Financial Planning, helping you not only discover but also clearly define your financial goals. Along with probability-of-success scores for your goals we provide you with guidance and recommendations on how to work toward improving them.

Wealth Management

At Puzzle, we’re free to seek solutions all along the spectrum. In addition, our clients gain access to strategies of Toroso Asset Management. Because of this, we’re able to provide you with extended strategies for equities, fixed income, and alternative investments.

CPAs, Estate Planning, Attorneys & Insurance Solutions

We became independent because we value honest advice above everything else. If you already have a specialist you prefer, bring them to the table so we can collaborate on the best solutions for you. Our cloud-based vault for your important documents means we’re able to provide safe, secure access to all necessary parties.

How can we serve you?

Let's get started.

Our independent advisors begin by meeting with you to find how the pieces of your financial puzzle fit together.

Please provide the following information so that we can schedule a meeting.