From Practice Success to Personal Wealth

As a dentist or physician, you care for whole people, not just their parts, to foster overall well-being. Thomas Wirig Doll brings a similar whole-client approach to you and your wealth.

With specialized expertise in serving dentists and physicians with their professional and personal assets, we offer clear guidance and solid structure to help you identify, explore and address each component that contributes to your wealth and well-being. The end result is a plan unlike any other — your plan.

Planning is strengthened by our full-circle of services, including seasoned investment, wealth and retirement management. Every Principal/CPA at Thomas Wirig Doll also is an expert wealth manager, adept at blending practice and tax solutions with seasoned personal wealth management services to arrive at our well-rounded solution to client care.

Investing By Design

There are no shortcuts to a satisfying investment experience. Both risk and reward have been manifest during the past decades — and many dentists and physicians have found it challenging to manage either extreme. During times of risk, we encourage you to remain invested according to the long-term goals we help you identify and build into your plans. During times of plenty, we temper against abandoning those same, carefully wrought plans merely to chase returns. Understand and manage for risk. Then use the best, most cost-effective tools available to maximize your long-term reward.

Part of the Plan

Details such as practice profitability and income taxes are intimately connected to long-term wealth and career growth. You need an advisor who plans for these moving parts to move together, toward a unified purpose. We manage your assets according to your personalized Investment Policy Statement, structured to help you build and protect both your practice and your personal nest egg.

A Fiduciary Relationship

Thomas Wirig Doll is a fee-only, fiduciary Registered Investment Advisor firm, which offers several advantages. Our mission and legal obligation is to always serve your highest interests, which enhances our ability to meld your investment activities with the remainder of your financial affairs. We’ve got no distracting forms of commissions or other forms of compensation coming from outside sources. Our and our alliances’ transparent costs and independent reporting help you routinely verify that what you see is what you get for your money.