Personal CFO to Hard-working Emergency Physicians

As seen in ACEP's Fiscal Rx Webinars!

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A one-stop-shop for all things personal finance in your life

Hi, I'm Scott Wisniewski. I founded Wisniewski Wealth Management to serve the unique financial needs of Emergency Physicians.

What makes us different? Two words: coordinated advice. We handle in-house what other planners/advisors/accountants/agents force you to seek out. This intimate understanding of your total picture makes all the difference.

Extended Care

  • Tax Return Preparation
  • Bookkeeping
  • Payroll
  • IRS Representation

Triage

  • Investment Management
  • Financial Planning
  • Retirement Planning
  • Education Planning

Preventative Care

  • Risk Management
  • Estate Planning
  • Tax Planning
Get your copy of the 8 Financial Mistakes Physicians Make That Can Cost Millions

Are you making any of these common mistakes we see when we first start working with EP's? We encourage you to find out.

Our painless process

Completely complimentary until we mutually agree enough value exists to work together

Even if you're working with an advisor or two already, we encourage you to let us review your situation. The worst outcome is the peace-of-mind that comes with an additional layer of assurance things are being handled properly.

  • 01. Introduction

    A 20-minute conversation to get to know one another. 100% free.

  • 02. Discovery

    A 1-hour discussion identifying pain-points and collecting documentation. 100% free.

  • 03. Presentation

    A 1.5-hour presentation where we deliver ~20 hours of work we've completed on your situation. 100% free.

  • 04. Commitment

    Only if you truly see the value in working together do we get started implementing.

95% of EP's that go through our process become clients.

It's free to try, so what are you waiting for?

FAQ's we get:

First, we mesh with EP personalities and respect what you guys do. Equally important, the amount of value we can add is tremendous. Your time is valuable; spend it on things and people you enjoy and let us take care of the other stuff.

Simple—schedule a consultation. It typically goes like this: We will have a 30-minute or so discussion over the phone. Our goal for this call is 3-part. We want to familiarize ourselves with your situation, identify the financial painpoints you may be feeling, and determine if there's enough value in working together. If so, we will collect documents and put in 20-30 hours of work and present you our findings. This hour-long meeting is always an eye-opening experience. You'll get to see your finances and goals in a new light. It's invigorating... and free. Only if you truly see the value will we move forward in working together.

No issues there! We work with clients virtually all across the U.S. We also fly out to meet with clients when necessary.

Each of our three services (investment management, financial planning, and tax prep & filing) have a fee associated with it. Typically the investment management fee is a percentage of assets under management and the other two services are a monthly retainer. You'll know the total fee once we present the analysis on your situation so you can make a decision that's right for you from there.

We have a relationship with Charles Schwab. Do we work for Schwab? The answer is "no." They are simply the bank that custodies your funds. We don't ever take possession of client funds and your money can only be distributed between accounts at Schwab and your personal bank account(s). Most importantly, cash is FDIC-insured and securities are protected by SIPC.

Well... a lot. Start with being independent and having a fiduciary obligation to our client's best interest. That eliminates most of the Wall Street, big-name firm advisors. Next, we have an academic investment philosophy. So many advisors still sell clients on products or funds that are supposed to outperform all while they line their pockets. We don't. Finally, we're as comprehensive as it comes. Very few firms handle taxes for clients on top of the other services. This coordinated advice is what is lacking in this industry. Did we mention we work with predominantly EP's?

We know the financial lifecycle of an EP. That's why we're notorious for investing in relationships over compensation. Even if you're still in residency, we want to talk with you. We'll make it work; we promise.

Other questions? We've got answers!

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