Therawealth

Clinical Roots | Financial Expertise | Community-Centered Medical professionals dedicate their lives to others—but many receive no formal education in managing debt, taxes, or investment strategy. Michael’s goal is to help close that gap and empower you to take control of your finances—without adding more to your mental load. At TheraWealth, financial planning is designed like a clinical treatment plan: clear diagnostics, personalized strategy, and consistent follow-up. Credentials, Care, and Continuity Over 20 years of experience helping medical professionals navigate complex financial decisions CERTIFIED FINANCIAL PLANNER™ professional with a holistic, client-centered approach Deep expertise in retirement planning, investment strategies, and income protection tailored for those in healthcare Passionate about translating financial concepts into real-world decisions that fit your life Michael’s approach combines technical knowledge with real empathy. You’ll never feel rushed or sold to—just supported. The TheraWealth Planning Philosophy TheraWealth is an independent Registered Investment Advisor (RIA), meaning we act as a fiduciary—legally and ethically obligated to put your interests first. Our approach focuses on: Clear, jargon-free communication Ongoing collaboration, not one-time fixes Strategies that protect your time, income, and long-term well-being TheraWealth is a Registered Investment Advisor (RIA) offering investment advisory services only in jurisdictions where it is properly registered or exempt from registration. All content provided is for informational purposes only and should not be construed as investment, legal, or tax advice. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.