You Manage Complex Cases. We Manage Complex Finances.
As an established medical professional, your financial life is as intricate as your career. High income, significant taxes, and little time demand a specialized approach.
This complimentary guide by Stolzer Rothschild Levy LLC provides a clear framework for protecting your wealth and securing your future.
What's in the guide...
A Clear Diagnosis for Your Financial Health
Discover strategies beyond the 401(k) that are designed to help high-income professionals manage their tax burden.
Learn the foundational principles of asset protection to shield your personal wealth from professional liability.
Explore a long-term framework for building a retirement plan that works as hard as you do.
Understand the critical, and often overlooked, nuances of "own-occupation" disability and life insurance for physicians.
Stolzer Rothschild - Your Fiduciary Partner in Wealth Preservation
Stolzer Rothschild Levy LLC is a New Jersey-based Registered Investment Adviser serving successful professionals, families, and business owners. As fiduciaries, we are legally and ethically bound to act in your best interest. Our approach is not about chasing market trends; it's about providing unbiased, long-term strategic advice designed to preserve and grow the wealth you have worked so diligently to build.
About the Author
A Message from Our President, Howard Stolzer
"Over my career, I've had the privilege of working with many highly successful medical professionals. I've seen firsthand the immense dedication you pour into your practice and patients. I've also seen the unique financial stress that comes with your success.
We created this guide because we believe your financial plan deserves the same level of specialized care you provide every day. My hope is that this resource gives you the clarity and confidence to take the next step in securing your financial future. We're not just managing assets; we're helping dedicated professionals like you protect their life's work."
Want to Talk First?
Not sure if switching is the right move?
📞 Book a free, no-pressure strategy session — we’ll walk through your current setup together.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Stolzer Rothschild Levy LLC is an investment adviser registered with the Securities and Exchange Commission (SEC ). *Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that Stolzer Rothschild Levy LLC or any person associated with Stolzer Rothschild Levy LLC has achieved a certain level of skill or training. Important Disclosure Information | ADV 2A | CRS