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The investment process starts with getting to know your specific risk tolerance, time horizon, and investment objectives. It is imperative to get to know you as an investor to accurately determine the proper allocation of assets to various levels of risk. Each quarter we deliver your portfolio review in person or by phone. This gives you the opportunity to keep us informed of any changes to your risk profile, liquidity needs, life events, etc. Physicians Wealth Management, LLC.

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The investment process starts with getting to know your specific risk tolerance, time horizon, and investment objectives. It is imperative to get to know you as an investor to accurately determine the proper allocation of assets to various levels of risk. Each quarter we deliver your portfolio review in person or by phone. This gives you the opportunity to keep us informed of any changes to your risk profile, liquidity needs, life events, etc. Physicians Wealth Management, LLC.

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The investment process starts with getting to know your specific risk tolerance, time horizon, and investment objectives. It is imperative to get to know you as an investor to accurately determine the proper allocation of assets to various levels of risk. Each quarter we deliver your portfolio review in person or by phone. This gives you the opportunity to keep us informed of any changes to your risk profile, liquidity needs, life events, etc. Physicians Wealth Management, LLC.

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Insurance Services

http://www.azdocwealth.com/risk---practice-solutions.html

Physicians Wealth Management has partnered with the American Medical Professions Association. To offer its clients access to the Elite Physicians program. The Elite Physicians program provides group rate insurance credits to qualified doctors. Investment Advisor Representatives may be compensated through commissions paid for professional liability insurance products sold. Business and Group Insurance. Physicians Wealth Management, LLC.

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Home

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The investment process starts with getting to know your specific risk tolerance, time horizon, and investment objectives. It is imperative to get to know you as an investor to accurately determine the proper allocation of assets to various levels of risk. Each quarter we deliver your portfolio review in person or by phone. This gives you the opportunity to keep us informed of any changes to your risk profile, liquidity needs, life events, etc. Physicians Wealth Management, LLC.

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Investment Philosophy

http://www.azdocwealth.com/investment-process.html

We start by Assessing Your Risk. We schedule quarterly portfolio reviews to provide you with a detailed analysis of your investments. We take this opportunity to talk about any life changes that may have occurred that would impact the strategy that we have in place. Strategies may include a core and explore philosophy. Fully engage in markets seeking full participation. Effectively manage longevity and inflation risks through consistent exposure. Fee structure and custodian information. We base our fees ...

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The investment process starts with getting to know your specific risk tolerance, time horizon, and investment objectives. It is imperative to get to know you as an investor to accurately determine the proper allocation of assets to various levels of risk. Each quarter we deliver your portfolio review in person or by phone. This gives you the opportunity to keep us informed of any changes to your risk profile, liquidity needs, life events, etc. Physicians Wealth Management, LLC.

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