Company intelligence
DWP Consulting LLC
Tax Efficiency & Estate Clarity for Physicians.
About DWP Consulting LLC
We started DWP Consulting because we were tired of watching doctors with 7-figure incomes get 3-cent advice. We had spent years in the traditional financial world watching clients get cookie-cutter surface level work that ChatGPT could do better that was "good enough" for most. But not for us. We saw physicians burned out by 45 with no plan. Practice owners losing 6 figures to Uncle Sam. Families with 7 figure incomes lost on what's next and how to get there. We were tired of "good enough". We founded DWP Consulting with one goal in mind: To help physicians build and protect generational wealth with a tax centered focus. Not some generic strategy. Not a product pitch. Just a real partnership if you will. Everything is personalized. We are proactive in tax and estate strategies most docs never get access to until its too late (and much more). Today, we work with physicians all over the country. We help them go from overworked and overwhelmed to confident and in control of their financial future. Your wealth should be as intentional as your medicine.
Verified activity
Signals from DWP Consulting LLC
4 published signals
Customers & Market
DWP Consulting LLC helped Gary Kauffman rebuild his retirement plan after his practice sale proceeds were rolled into a taxable brokerage account with no coordination against his projected RMDs.
Reported by Gary Kauffman
Customers & Market
DWP Consulting LLC helped a 47-year-old physician with a $1.9 million portfolio and a $140,000 annual spending assumption who had never verified his current household spending.
Reported by Gary Kauffman
Operations & Supply
DWP Consulting LLC built a coordinated household financial structure for a physician couple to help them recover $74,000 in annual household spending.
Reported by Gary Kauffman
Operations & Supply
DWP Consulting LLC restructured the consulting income through an S-Corp, ran a cost segregation study on the rental, put a cash balance plan in place at the consulting entity level, and built a Roth conversion strategy against his current bracket and projected RMD exposure.
Reported by Gary Kauffman