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Wealth Management for Doctors & Physicians

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As a Doctor or Physician, your career requires a great deal of hard work, dedication, and commitment to your patients. At Rockwell, we understand the unique financial challenges and opportunities that medical practitioner’s face. With our wealth management services, we can help you achieve your financial goals, plan for retirement, and secure your financial future.

We understand that every situation is unique, and we offer personalised financial planning and investment management services to help address a range of financial concerns and goals for doctors and physicians practice owners, including:

  • Tailored Retirement Strategies
  • Asset Protection Strategies
  • Reviewing a benefit package and discussing pros and cons of participation in certain programs
  • Tax-efficient investing and planning
  • Estate planning considerations

If you’re a doctor or physician practice owner looking for comprehensive and personalised Wealth Management services to help achieve your financial goals, contact us today to schedule a consultation with one of our expert financial advisors.

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Doctors Wealth Management

Our Doctor & Physician Wealth Management Services

  1. Retirement Planning: Our team will work closely with you to develop a personalised retirement plan that ensures you can enjoy the fruits of your labor while maintaining financial security throughout your retirement years.
  2. Investment Management: We provide strategic investment advice tailored to your risk tolerance and financial goals, helping you build a diversified investment portfolio that maximises returns and minimises risks.
  3. Tax Planning: Our tax experts will help you navigate the complex tax landscape, identifying tax-saving opportunities and implementing strategies to optimise your tax efficiency.
  4. Estate Planning: We help you develop a comprehensive estate plan to preserve your wealth and ensure a smooth transfer of assets to future generations.
Financial Advisors
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Why Choose Rockwell

At Rockwell, we believe that financial planning is key to achieving your goals and living your best life now and in the future. As one of the top-rated financial advisors in Dublin, as recognised by Best in Ireland, we prioritise listening to your unique needs and concerns, and providing honest and straightforward Wealth Management advice on pensions and investments.

We aim to empower you to take control of your financial future and make informed decisions based on a comprehensive financial plan.

  • 2000 personal and corporate clients
  • €78M+ in Client Funds
  • 18 Years Experience
  • 5644 Individual Investments
  • Access to 37 different providers for Pensions, Investments & Insurance
  • Supporters Debra Ireland, RCH Crumlin, Alone & the DRCC

5 Star Google Reviews

Read more 5-star Reviews on Google

Mary Kelly

I worked with Brian Forde on advise and managing my upcoming pension. I had no knowledge my options, what I could do with my non-contributory company pension. Brian arranged Team meetings to explain the options with back up figures and explained so clearly what I could do to personalise the pension to suit my needs. I felt confident to proceed with a solution worked out with me by Brian.

Padraig O Callaghan

Excellent service, I worked with Brian Forde to setup my company pension and income protection plans. Very fast response and always available to help.

Joseph McMahon

Great experience with Rockwell setting up and subsequently adjusting my pension. Pete was a pleasure to deal with and I found his knowledge and insight very useful.

Sharon Towson

Conor recently gave me advice on my pension. He gave the best advice I have received from any financial advisor I have been involved with. He explained things in layman's terms so it was easy to understand. I really appreciated this and am delighted to give this feedback.

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