Estate Planning For Physicians | Stories | Articles | Edu.

FINANCIAL ADVISOR: “Moreover, Concierge Medicine and wealth management intersect in areas such as addressing the costs of living a longer, healthy life.”

By Russ Alan Prince, president of R.A. Prince & Associates & Brett Van Bortel is director of consulting services for Invesco Consulting.


FINANCIAL TIMES: ‘Concierge Medicine Can Fill Health Care Gaps.’

MAY 1, 2017 – Competition for wealthy investor assets is greater than ever before. More diverse professionals have moved and are continuing to move into the money management business. Furthermore, robo-advisors are slowly and steadily gaining traction, and some of them are likely to eventually cultivate wealthy clients.



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