Medicus Wealth Planning
Medicus Wealth Planning specializes in comprehensive financial planning for physicians and retirees. We take a fee-only holistic approach to financial planning and investment management. We believe every client should have a financial plan that is updated at least every six months, a low-cost diversified portfolio, and an advisor they can trust and work with to help them achieve their short and long term goals.
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
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Jessica Breinholt
Client Services Manager · Customer/Client Service
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Kevin Michels
Advisor · Finance & Accounting
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3 distinct titles indexed · top 3 shown.
- 1advisor
- 1client services manager
- 1financial planner
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