The Wealth Doc, Inc. is a U.S. Registered Investment Adviser (RIA) founded by Bryan Duggan, CFP®. The firm's mission is to offer integrated and holistic wealth management solutions tailored specifically to the complex financial needs of medical professionals and high-earners. They focus on long-term financial planning, investment management, retirement strategies, tax efficiency, and asset protection, acting as a central point of contact for their clients' financial lives.

Founded in

Canada