All case studies
Healthcare
Brightwell Dental Partners
Aligning practice profits with partners’ wealth goals
Result
$6.2M
assets under management
Client
Brightwell Dental Partners
Service
Wealth Management
Year
2026
Summary
A combined business and personal plan for five partners — from buy-in structures to retirement portfolios — reviewed every six months.
The challenge
Five dental partners each had separate advisors for the practice and their personal wealth, with no coordination between the two.
Our approach
We built a combined plan covering partner buy-ins, profit distribution, retirement portfolios and estate coordination — reviewed with every partner twice a year.
The result
$6.2M in assets consolidated under one plan
A fair, documented partner buy-in structure
Clear retirement timelines for every partner
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