You’ve Spent a Career Caring for Others—Now Let’s Care for Your Financial Future

At Trammell Wealth, we specialize in helping healthcare professionals make informed, confident decisions about their financial future. Whether you’re a nurse, physician, therapist, or hospital administrator, your career has been built on service—and your retirement plan should reflect that same level of dedication.

Our mission is to simplify complex financial decisions, maximize your available benefits, and build a personalized strategy that lets you retire with clarity and peace of mind.

Why Work with Us?

• Flat-Fee, Fiduciary Advice – Transparent, unbiased planning—no commissions, no hidden agendas.

• No AUM Minimums – We believe every medical professional deserves access to high-quality financial guidance.

• Experience with Hospital & Union Retirement Plans – We understand 403(b), 457(b), and pension plan options common in the healthcare field.

• Tax-Smart Retirement Planning – We integrate tax strategies, income planning, and investment management to help you make the most of every dollar you’ve earned.

• Holistic Financial Guidance – From student loans to retirement income, we help you connect all the financial pieces into one cohesive plan.

How We Help:

Optimize Your Workplace Retirement Plans

Whether you're contributing to a 403(b), 401(k), or 457(b), we help you understand the options available and ensure your investment choices match your goals and time horizon.

Maximize Pension and Employer Benefits

If you're eligible for a pension or employer match, we’ll help you evaluate your options and build a plan around them—whether you’re retiring in 2 years or 20.

Create a Clear Retirement Income Strategy

We turn your savings, pension, and Social Security benefits into a reliable income stream—built to last through retirement and beyond.

Manage Your Taxes in Retirement

From Roth conversions to qualified charitable distributions (QCDs), we help healthcare professionals reduce their tax burden and keep more of what they’ve earned.

You’ve Healed Others—Now Let’s Build a Financial Future That Works for You

You’ve spent your career prioritizing others. At Trammell Wealth, we prioritize you. Whether you’re years away from retirement or just a few shifts from hanging up the scrubs, we’re here to help.