Doctors and Wealth That Matters®

Hello everyone, welcome to another episode of the Doctors Eyes Only podcast, and today we're going to talk about what we at Vestia call Wealth That Matters®.

In this episode, CEO and Partner Lauren Oschman talks about how Vestia strives to discover what matters to physician clients that is about more than money. Growing up in a household with a dad who worked long hours with no days off as an Interventional Cardiologist, Lauren understands the sacrifices that doctors make for their patients and the sacrifices their families make as well. Often times, doctors get in the mode of providing for their families and building an investment portfolio for that one day they can comfortably retire. When the thought arises of how much is needed to accomplish this, the answer is usually “more”.