Where medical professionals plan, save, and invest.
Where medical professionals plan, save, and invest.
How much should you spend, save, and invest?
We put together a flow chart that shows you how to prioritize your cash flow, even when you have student loans.
Who is 
?
Designed specifically for the busy lives and unique needs of medical professionals, InvestRx integrates an online investment platform with white-glove service with the goal of growing clients’ wealth simply and effectively.
We offer investment accounts and financial roadmapping services, all guided by our team of financial experts, with your goals in mind.
Investment advisory services offered through Capital Consulting & Asset Management, Inc. (CCAM). Securities offered through Geneos Wealth Management, Inc. Member FINRA, SIPC.