You Care for Your Patients, We Care for Your Finances

Your career is demanding – your financial planning shouldn’t be. Our financial advisors help you navigate wealth building, retirement planning, and legacy planning with confidence.

Financial Solutions Tailored for Physicians and Dentists

No matter where you are in your career, we provide customized strategies to help you:
  • Maximize Your Wealth & Investments: Make informed decisions to grow and protect your assets.

  • Reduce Financial Stress: Gain clarity on tax strategies, cash flow, and debt management.

  • Plan for the Future: Secure your legacy with retirement, succession, and estate planning.

 

Why Partner With SDT?

  • Industry-Specific Expertise: We understand the complex needs of medical and dental professionals. 

  • A Comprehensive and Holistic Approach: From wealth accumulation to preservation, we cover every stage.

  • Personalized Service: Your financial plan is built around your unique goals and lifestyle.

 

 

Let’s Build Your Financial Future — Together

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Disclosure

Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC. Member SIPC. Supervisory office: 4350 Congress Street, Suite 300, Charlotte, NC 28209, (704) 557-9600. Spaugh Dameron Tenny is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.