financial planning for pharmacists

We create custom financial plans to help pharmacists achieve financial success.
 

Welcome to Pharmacist Wealth, the nation's premier financial planning firm serving pharmacists and pharmacy technicians across the country. At Pharmacist Wealth, we believe that a financial plan is a road map to financial freedom for busy families. It's the route by which you plan for your children's college education, fund your retirement, help to fund the future care of aging parents and, most importantly, discover how to live the life you've always dreamed of living.

Our mission is to empower you to take charge of your financial life. If we're successful, then we've partnered with you in your journey to steward your wealth wisely, and have helped to align your behaviors with your values and goals. We pride ourselves on creating a friendly environment where our clients are encouraged to discuss their money without fear of judgment, and where they can learn to become more comfortable managing their money with confidence.

 
 

Just as pharmacists vow to hold themselves and their colleagues to the highest principles of their profession’s moral, ethical, and legal conduct, we promise to do the same with our clients.
— Renee Bonsell, PharmD, RPh, Founder and CEO

 

Meet renee

Learn about our organization's Founder and CEO, and the methods she uses to teach the principles of personal financial planning.

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Become a client

If you'd like to schedule a complimentary discovery meeting to review your financial concerns, please contact us today.

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