SEC CRD #801-77787
--> Shearwater Capital | Investing for Physicians | St. Louis, MO top of page Financial Planning and Investment Management For Physicians, By Physicians SHEARWATER CAPITAL The best preparation for tomorrow is to do today s work superbly well. - Sir William Osler Father of Modern Medicine Physician-Focused Wealth Management Shearwater Capital is a fee-only registered investment advisory firm serving clients from across the United States. We offer comprehensive investment management and financial planning services to physicians and their families. We use an evidence-based approach, grounded in academic finance, to help our clients grow and protect their financial assets. As a fiduciary, Shearwater Capital places our clients interests first in everything we do. You deserve a financial partner who understands both medicine and money Physicians face unique financial challenges, from years of training and student debt to delayed earnings and liability risks. As fellow physicians, we have lived these challenges ourselves and have helped hundreds of physicians navigate them successfully to build financial security. Since 1999, we ve helped physicians, and their families, translate scientific thinking into financial success. When you work with us, you get more than investment management; you gain a thoughtful partner who listens to your story, understands your priorities, and designs a plan that fits your life. Our approach focuses on low costs, tax efficiency, and disciplined dec
ERIC MALDEN
PRINCIPAL
📞 (314) 434-4750
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AUM
$427M
Location
DENVER, CO
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