At Spaugh Dameron Tenny, we provide personalized, comprehensive financial planning, wealth management, and retirement planning tailored to the unique needs of affluent professionals. Whether you're an executive, business owner, physician, dentist, or retiree, we help you make informed financial decisions, protect your assets, and build lasting wealth.
High-net-worth professionals and entrepreneurs face unique financial challenges, from optimizing compensation packages to business succession planning. We provide strategic guidance to help you manage your wealth, limit your tax liability, and secure your financial future.
Our services include:
Tax-efficient investment strategies
Stock options and equity compensation planning
Business succession and exit strategies
Risk management and asset protection
Legacy and estate planning strategies
As a physician, your demanding career leaves little time to manage complex financial decisions. From navigating student loan repayment to optimizing tax strategies and retirement planning, we provide specialized financial solutions to help you grow and preserve your wealth. Our services include:
Running a dental practice comes with unique financial challenges. Whether you’re an associate, practice owner, or planning for retirement, we help you maximize your earnings and create a secure financial future. Our expertise includes:
Practice financial planning and growth strategies
Tax planning and wealth preservation
Insurance and risk management solutions
Retirement planning tailored for dental professionals
Succession and exit strategies
Retirement should be a time of financial confidence, not uncertainty. We help retirees create a plan that supports their lifestyle while preserving their wealth for future generations. Our approach includes:
Wherever you are in your financial journey, we’re here to help you create a clear, confident path forward. Let’s build a financial plan tailored to your goals.
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