Wealth Management and Financial Planning for the Dedicated Physicians of McLeod
We admire your pledge to honor the relationships you develop with your patients. We’re committed to providing the same to you: personalized solutions delivered by someone you trust.
Everyone in our area has a story about how McLeod Health has profoundly impacted their family, and we're no different.
We Know McLeod Physicians
We admire your pledge to honor the relationships you develop with your patients; there's a bedrock of trust required to understand your patient's unique needs and create a personalized care plan tailored to them. We’re committed to providing the same to you: personalized solutions delivered by someone you trust.
Layering risk management, wealth management, and asset protection strategies to achieve a balanced and optimized lifestyle for physicians. We’ll help you move from high income to high net worth.
We listen. We problem-solve. We help you find the ‘yes!’ you’re looking for.
It’s crucial that you protect your future income and your loved ones.
Signature Wealth offers comprehensive, holistic planning from a team of specialists who review, analyze and manage your investments, tax strategy, risk management, estate plan, benefits plans, and insurance and healthcare plans. We look at everything.
I’m Frank McLeod Munn, III, but most people call me “Chip.”
Everyone in our area has a story about how McLeod Health has profoundly impacted their family, and here’s mine:
The day after Christmas in 1913, my great-grandmother was at home awaiting the birth of her new son. It was cold and snowing when she went into labor. With the treacherous weather, her doctor couldn’t come out to Pamplico to help her.
After hearing about my great grandmother’s situation, Dr. Frank McLeod didn’t hesitate to travel in the snow to help her safely deliver the baby, who would one day become my grandfather.
Since that day, McLeod Health has been deeply rooted in my story.
If you've wondered about it, we've dealt with it.
We understand your schooling and training is much more extensive than professionals in other disciplines. This delayed start affects your retirement savings. We also understand that eradicating the mountain of student loan debt from medical school, and have helped many physicians just like you design a financial plan through all stages of your career stages of your career.
As a physician, your salary may increase commensurate with the demands of your medical career. Additionally, high earners pay a significant portion of their earnings in local, state, and federal taxes. Shouldn't you be offered the same provisions with tax planning that small businesses can afford?
Signature Wealth is the proudly local and preferred wealth management professionals for countless McLeod physicians.
Local
With 14 locations across the Carolinas, we're proud community members and provide the trusted opinion you would only expect from a beloved neighbor.
Experienced
With over $2 billion in client assets under management and combined 200+ years of financial services experience, we've worked through every situation imaginable.
Award-winning
With 14 locations across the Carolinas, we're proud community members and provide the trusted opinion you would only expect from a beloved neighbor.
We listen
Just like you wouldn't provide medical recommendations without fully understanding your patient's needs, we listen first to fully grasp the unique situation of every client.
Just as no two patient cases are alike, and we seek to understand what makes your situation unique to you. On any given day, the conversations with our McLeod physician clients can include, but aren't limited to:
Building an emergency fund
Buying or building a home
Calculating how much life insurance to buy
Choosing a donoradvised fund,
Choosing an asset allocation
Choosing new employee benefits
Choosing the best 529 plan,
Cleaning up old accounts
Considering a cash balance plan,
Considering a job change,
Contributing to Traditional IRAs
Determining how much risk to take
Doing Roth conversions
Finding a new accountant
Finding a place for extra money
Rolling over an old 401(k)
Setting up a budget,
Setting up a solo
401(k) for locums earnings,
Setting up backdoor Roths,
Shopping for disability insurance,
Signing advanced directives
Finding the right place to invest
Funding a trust account for kids
Getting a will in place,
Getting ready to actually retire
Harvesting tax losses
Investing in a Health Savings Account (HSA),
Looking for tax breaks
Looking for taxefficient mutual funds,
Managing 401(a) accounts
Maxing out profitsharing plans,
Monitoring investment returns,
Moving to a better bank
Moving toward debt freedom,
Navigating public service loan forgiveness (PSLF)
Picking funds for a 403(b),
Putting estates in a trust,
Refinancing student loans,
Taking out a doctor loan
Transferring IRAs,
Whether you're building an emergency fund or saving for a down payment on a home, choosing new employee benefits, or just need someone to help you clean up old accounts, we know McLeod and what it takes to deliver an exceptional level of service and care. That's why we offer a complimentary "Ask Us Anything" call, so that you can feel confident about who you choose for your financial future. Not ready for a call? Not to worry. We've created the Physician's Financial Checklist, a free guide for you to see where you're doing well, and areas that you may not have even considered.
An Open Letter to McLeod Physicians:
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