Zermatt Wealth Partners is a comprehensive wealth management boutique, headquartered in Old Town San Diego that has a rich heritage of providing investment leadership, advanced financial planning and relationship management to private practice physicians at all stages of their practice, emerging to well established.
We provide guidance in the following areas:
- Ongoing financial planning for private practice physicians, including retirement analysis and preparation
- Asset protection advice, designed to protect personal wealth with cost efficient solutions.
- Customized investment portfolio design and ongoing investment management. This includes stocks, bonds (if appropriate), cash management and alternative investments (real estate, real estate, private equity and lending, and hedged strategies).
- Employee benefits design and implementation, including the optimization of physicians’ tax deferral and asset protection opportunities through your practice’s retirement program.
- Estate and charitable planning.
As a partner to the Scripps Mercy Physicians network, we offer complimentary investment and financial planning reviews for all physicians and practices associated with this network. We’re happy to provide you with a complimentary check-up and will guide you in any way that we can.
Your profession is noble and requires the highest level of integrity, intelligence and diligence. We believe that your wealth management partner should provide a similar level of care, dignity and attention to detail and focus. Remember, just as in practicing medicine, time is always of essence.