About The Physicians Wealth Management Group

We specialize in helping our Physician clients to achieve their objectives by:

• Developing Sound Asset Protection Strategies
• Reducing Personal and/or Practice Income, and Estate Taxes
• Maximizing Retirement Income
• Minimizing Health Care Costs
• Maximizing Employee Benefits (Pension/401(k) Plans)
• Planning for Business Succession and/or Exit Strategies
• Maximizing Investment Returns while reducing risk
• Protecting Family Income in the event of death or disability

Just as most Physicians are specialists, what we have discovered is that most prefer to work with experts that not only understand their personal situation, but who also are proactive in developing and implementing the strategies required to remedy them.

Finally, we believe that strategic financial planning is a process. As our client’s circumstances change, so do their financial objectives and the strategies necessary to meet their goals.

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David K. Sebastian, CFP®, and his team of experts at The Physicians Wealth Management Group (PWMG) specialize in working with individual physicians and group medical practices.

David has more than twenty five years of Wall Street experience as a chief investment officer, portfolio manager, institutional bond trader, and estate planning, benefits planning and retirement consultant. He was named one of the "Best Financial Advisors for Physicians" by Medical Economics Magazine in both November, 2004 and November, 2006.

His innovative approach to wealth management sets him apart from other financial planners. A sought-after speaker, David is an expert in developing “cutting-edge” asset protection, retirement planning, and wealth transfer strategies.

Commitment to his clients’ needs and well-being is a primary motivation for David. He is an advocate for his physicians and is a member of the following professional organizations:

    • Medical Society of New Jersey
    • New Jersey Medical Group Management Association
    • Healthcare Financial Management Association

David loves the daily challenges of his work and enjoys helping and spending time with his clients. Persistence, enthusiasm and a strong work ethic are additional attributes of his success.

David lives in Summit with his wife and three sons. When he is not in the office or meeting with clients, he commits his spare time to a variety of community service activities.