Strategic tax planning for high-earning medical sales professionals
At Pulse Wealth, we know that higher income often means higher tax exposure. That’s why we use advanced, proactive tax strategies designed to help you keep more of what you earn—from commissions and bonuses to equity compensation. Your success shouldn’t be penalized. We make sure your wealth is working for you, not the IRS.
Taxes threaten your lifestyle —and your legacy
For high-earning medical sales professionals, taxes can quietly erode
everything you’re building. With rising incomes, bonuses, and equity comp, your tax exposure grows—often faster than your wealth. At Pulse Wealth, we help you navigate complex tax rules and make smarter decisions, from Roth vs. Traditional strategies to before-tax vs. after-tax contributions. Because every financial move you make should be built with taxes in mind.
Meet the Future of Financial Advice
We believe traditional financial advisors charge too much and offer too little. That's why we built a membership model that provides more value at a lower cost. Our month-to-month structure and quarterly reviews ensure we stay focused on your evolving needs. It’s time for financial planning that puts you first. Schedule a meeting and experience advice tailored to you.
What you get with a Personal membership
A comprehensive financial plan that aligns your values and your money
Quarterly meetings to keep you on track and your plan current
Unlimited investments
Tax planning and projections
Risk mitigation strategies to protect your wealth and your family
What you get with a Personal membership
No commissions, hidden fees or kickbacks
We don’t require you to move your money
No high-pressure sales, we are here to help.
No risk or style buckets. Investments personalized to your plan.
The hidden cost of fragmented advice
As a high-earning medical sales professional, you face complex financial decisions—from equity comp to tax strategy and wealth building. But most professionals are stuck with piecemeal advice:
• Accountants look backward, not forward.
• Attorneys plan for when you're gone, not how to optimize what you have now.
• Financial advisors often focus only on investments, ignoring the broader picture.
At Pulse Wealth, we bring it all together. You deserve a coordinated, strategic plan that aligns your income, investments, and long-term goals. We specialize in working with medical sales professionals to create tax-smart, wealth-building strategies that support your career and your lifestyle.
No silos. No missed opportunities. Just one clear, personalized plan.
It’s time for a solution that brings all the pieces together
At Pulse Wealth, we specialize in helping high-earning medical sales professionals align income, equity comp, and investments into one unified strategy. Instead of siloed advice from accountants, attorneys, or investment-only advisors, we offer a coordinated plan designed to grow and protect your wealth.
Here’s how we help you make it all work together:
Strategic tax planning
We proactively design strategies to reduce your long-term tax exposure and maximize take-home income from bonuses, commissions, and RSUs.
Asset protection through trusts & estate planning
We guide you on how and when to use trusts to protect your assets and ensure your legacy is secure.
Tax-efficient investing
Our portfolios are built to minimize taxes through smart asset placement and strategies like tax-loss harvesting.
Integrated planning built around your career
Your cash flow, lifestyle, and financial plan evolve as your career grows—our planning grows with it.
Meet the Future of Financial Advice
We believe traditional financial advisors charge too much and offer too little. That's why we built a membership model that provides more value at a lower cost of $550/month per household.. Our month-to-month structure and quarterly reviews ensure we stay focused on your evolving needs. It’s time for financial planning that puts you first. Schedule a meeting and experience advice tailored to you.
A comprehensive financial plan that aligns your values and your money
Quarterly meetings to keep you on track and your plan current
Unlimited investment management, one flat fee
Tax planning and projections
Risk mitigation strategies to protect your wealth and your family
Free Will and Estate Plan
What you get with a Personal membership
Our promise to you
No commissions, hidden fees or kickbacks
We don’t require you to move your money
No high-pressure sales, we are here to help.
No risk or style buckets. Investments personalized to your plan.
A Blueprint for Everything Your Money Touches
We believe a strong financial plan is about more than just managing investments. Our complete approach covers all your financial needs and risks—from tax planning to estate strategies. With our quarterly reviews, you can feel confident your plan stays current and effective, no matter what life brings.
Q1: Your Financial Reset
Kick off every year with Pulse Wealth. We’ll help you translate your values and vision into yearly goals and a practical plan. All so you’re empowered with clarity, confidence, and a roadmap to your ideal future.
What do we cover in Q1?
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Ensures your financial strategy remains aligned with your personal values
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Setting clear, achievable goals for the year ahead
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Provides up-to-date budgeting and cash flow insights
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Keeps your long-term financial plan current and relevant
Q2: Your Annual Tax and Risk Shield
We meticulously review and optimize your tax strategies and ensure you're not overpaying. But we don't stop there. We conduct a thorough insurance check-up and fine-tune your asset protection strategies, safeguarding your hard-earned wealth.
What do we cover in Q2?
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Reduces stress and anxiety around tax season
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Gain peace of mind knowing risks are properly managed
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Instill confidence in the security of your assets
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Provide reassurance that complex financial matters are expertly handled
Q3: Your Annual Growth Accelerator
We dive deep into your investment strategies, fine-tuning for optimal performance. Your business and career plans get a thorough checkup. Walk away with a turbocharged strategy for growing your wealth across all fronts, confident that every aspect of your financial life is primed for maximum growth.
What do we cover in Q3?
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Optimizes investment portfolio for better performance
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Identifies opportunities for business growth and profitability
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Aligns career path with financial goals
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Maximizes income from dividends and distributions
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Evaluates and adjusts real estate investments for optimal returns
Q4: Your Legacy Builder
In Q4, we work with you to update your gifting, tax, and estate strategies to ensure you build the legacy you desire. Leave with the satisfaction of a year well-managed and a legacy thoughtfully crafted, ready to ring in the new year with confidence and purpose.
What do we cover in Q4?
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Ensure your estate plan aligns with current wishes and laws
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Optimize your charitable giving for maximum impact and tax benefits
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Minimize year-end tax liabilities
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Gain a clear picture of your progress and achievements