San Diego County Dental Society

The Dental Wealth Team empowers dental entrepreneurs in the San Diego County Society to make confident financial decisions, maximize wealth, and build a life of financial freedom.

Financial Questions We Help San Diego Dentists Answer

As a dental professional, your financial decisions today can shape your long-term success. These are some of the most common concerns we hear from SDCDS members. If any resonate with you—or you have questions about your own situation—we’re here to help.

How can I diversify my wealth when so much of it is tied to my practice?

What’s the most effective exit strategy to maximize the value of my dental practice?

When should I start preparing my practice for a sale or transition?

How can I reduce taxes when selling or transitioning out of my practice?

What should my investment strategy look like after I exit?

How do I make sure my wealth supports the lifestyle I want in retirement?

Financial Strategies for San Diego Dental Professionals

Your Trusted Partner in Wealth

Exclusive financial strategies for SDCDS members – from simplifying your finances to building lasting wealth.

Proactive Exit Strategies

Thinking about selling your practice or planning for retirement? Plan ahead to maximize the value of your practice and exit on your terms.

Comprehensive Tax Planning

Navigate California’s tax landscape with proactive strategies to keep more of what you earn.

Strategic Investment Growth

Make confident decisions to grow and protect your wealth – today and into retirement.

Financial Strategies for San Diego Dental Professionals

Your Trusted Partner in Wealth

Exclusive financial strategies for SDCDS members – from simplifying your finances to building lasting wealth.

Proactive Exit Strategies

Thinking about selling your practice or planning for retirement? Plan ahead to maximize the value of your practice and exit on your terms.

Strategic Investment Growth

Make confident decisions to grow and protect your wealth – today and into retirement.

Comprehensive Tax Planning

Navigate California’s tax landscape with proactive strategies to keep more of what you earn.

A team of trusted advisors: Committed to excellence and integrity

WHAT YOU GET: 

TRANSPARENT PRICING

Customized Financial Plan

Fiduciary Financial Advisor

WE WILL NEVER:

Charge Hidden Fees

Recommend Cookie-Cutter Strategies

Hide Conflicts of Interest

Empowering San Diego Dental Entrepreneurs

We help SDCDS members and dental entrepreneurs across San Diego build wealth, plan strategic exits, and achieve long-term financial success. Whether you're scaling your practice, preparing for a transition, or seeking more clarity around your finances, our team is here to support your next step.

Who We Work With:

Dentist preparing for practice transition or retirement

Owners and executives of mid-market DSOs

Dental entrepreneurs planning for long-term growth

Practice owners looking to build and preserve wealth

San Diego dentists seeking greater insight into their financial future

Financial Questions We Help San Diego Dentists Answer

As a dental professional, your financial decisions today can shape your long-term success. These are some of the most common concerns we hear from SDCDS members. If any resonate with you—or you have questions about your own situation—we’re here to help.

How can I diversify my wealth when so much of it is tied to my practice?

What’s the most effective exit strategy to maximize the value of my dental practice?

When should I start preparing my practice for a sale or transition?

How can I reduce taxes when selling or transitioning out of my practice?

What should my investment strategy look like after I exit?

How do I make sure my wealth supports the lifestyle I want in retirement?

Our Team

Tim McNeely

Vice President, Wealth Advisor

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Go Farther

*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.

A sophisticated wealth platform that makes your life simpler

Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.

  • See your wealth in action
    Get a holistic view of your finances, all in one place.
  • Effortless to control
    A simple dashboard allows you to make changes to your portfolio directly.
  • Save time and hassle
    Get the answers you’re looking for at the click of a button.

The security of your assets is our top priority

  • Investments insured by SIPC up to $500K for each account
  • Your data is encrypted when stored and on the move
  • Your money is backed by trusted custodians, including Pershing, Apex, Schwab, and Fidelity

Ready to Talk?

Simply fill out this commitment-free form to begin. We look forward to getting to know you.

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