MEDICORUM | wealth management
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MEDICORUM | wealth management

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Committed to the Growth, Preservation, and Tax-favored Treatment of Your Assets.

WELCOME

Medicorum Wealth Management is your trusted partner in Business, Retirement, and Tax & Estate Planning. Our mission is to empower you with the knowledge and tools needed to achieve financial success. From the strategic growth of your small business or medical practice to comprehensive retirement planning and complex tax and estate planning, we are here for you every step of the way. 

Professional Wealth Management Services

Business

Tax & Estate

Retirement

We designed our CAPTIVE.iq™ strategies to help small businesses and private physician groups like yours by coordinating your risk management, practice growth, and estate planning needs with COMPELLING BUSINESS CONTINUITY, RISK MANAGEMENT, and TAX RELIEF.

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Retirement

Tax & Estate

Retirement

With professionally managed assets, our SMART-GROWTH.iq™ | SAFE-INCOME.iq™ strategies have been uniquely designed to "pensionize" your retirement with RISING INCOME STRATEGIES that are GUARANTEED FOR LIFE and FREE FROM MARKET LOSSES.

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Tax & Estate

Tax & Estate

Tax & Estate

Our TAX-&-ESTATE.iq™ strategies offer an integrated approach to SAFEGUARD YOUR SMALL BUSINESS or MEDICAL PRACTICE, ensure financial resilience in evolving market conditions, PRESERVE YOUR WEALTH, and PROVIDE for YOUR FAMILY after you have passed.

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Medicorum Wealth Management

313.889.1934

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