Helping Medical Professionals Navigate Unique Financial Needs

As a medical professional, you work hard to care for others—as do we. The Nemes Rush team understands the unique and complex financial needs physicians face to protect against risk and liability, preserve assets from excessive taxes, manage debt, pursue financial independence and much more.

We help by creating an intelligent wealth management plan designed to address every vital aspect of your personal and professional life. By collaborating with your tax and legal advisors, we can create family limited partnerships or asset-protection trusts, secure umbrella insurance coverage and help you find solutions that deal with physician-unique challenges.

The services we can extend to medical professionals include:

Tax Considerations
Cash Flow Analysis
Smart Borrowing Options
Debt Management Strategies
Accelerated Retirement Planning
Investment Advice and Education
Risk Management and Insurance
Estate, Legacy and Charitable Planning
Practice Management and Business Planning

Find the straightest path toward your goals.

Form CRS
Form ADV Part 2A

Nemes Rush is a registered name for J. Alden Associates, Inc. Securities offered through J. Alden Associates, Inc. FINRA/SIPC. In accordance with the USA PATRIOT Act and other regulations applicable to it, J. Alden Associates, Inc. advises users of its website that it will fully comply with any and all regulations which may be promulgated by the U.S. Treasury Department under the USA PATRIOT Act, including those that encourage financial institutions to share information with regulatory agencies and law enforcement about individuals or organizations that may be “reasonably suspected based on credible evidence” of engaging in terrorist acts or money laundering. Accordingly, any information provided to J. Alden Associates, Inc. may be provided to regulatory, government or law enforcement agencies if requested or if deemed appropriate by J. Alden Associates, Inc. Raymond James & Associates, Inc. (RJA) also acts in an agency capacity for client orders in equity and option securities. Pursuant to Rule 606 adopted by the Securities and Exchange Commission, RJA is presenting certain information with respect to order routing practices by the firm during the preceding three months. Other Investor Information