Philip H. Weiss
Verified
My name is Phil Weiss, financial advisor and founder of Apprise Wealth Management ((https://www.apprisewealth.com/). My goal is to help successful health care professionals achieve financial peace of mind, freeing up more time to manage their career and providing more time to spend on what they enjoy the most. Our goal is to leave you with more money both today and tomorrow. We help you achieve this through steps such as the following:
►Look to for ways to reduce your taxes by 15-25% per year
►Implement an investment strategy that may allow you to retire up to 5 years earlier
►Have complete control over your business and personal finances
►Have more time & freedom / create better lifestyle ►Implement an investment strategy that may allow you to retire up to 5 years earlier
►Have complete control over your business and personal finances
►Have more time & freedom / create better lifestyle
►Optimize asset location and utilization of tax-preferenced accounts