Accumulation & protection
Building assets through your peak earning years, and defending them.
Risk management
Insurance and protection strategies matched to a physician’s exposures.
Financial planning
One coordinated plan across practice, family and retirement.
Estate planning
Passing on what you’ve built, deliberately and tax-efficiently.
The team behind the ACG benefits program.
Brent Koch
Brent is the founding principal of Wealth Management Strategies. With more than 30 years in the industry, Brent specializes in complex personal, business, and estate planning.
Ian Ellis
Ian has been with WMS for 15 years. He works closely with ACG members on wealth accumulation, risk management, investment strategy, and retirement income planning, from the first attending years through retirement.
Start with the whole picture.
Practice transitions, buy-ins, education funding, charitable strategies, coordinating with your CPA and attorney: the first conversation is complimentary for ACG members.
Thank you.
We've received your request, and an advisor will be in touch within one business day. If you need us sooner, call 949.335.0199 or email ACGbenefits@wmswealth.com.