RM
Rosemary Mansard
Accounting Manager at Thomas Doll, An Earned Wealth
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Work Experience
Accounting Manager
Present
Company Details
Thomas Doll, an Earned Wealth Company, is the comprehensive, tax-smart wealth building solution exclusively for doctors, their families, and their practices. Doctors are the heroes of our society and they deserve better in their financial life. Their money should be working as hard and as smart as they are — but the financial system is confusing and divided, which can lead to overpaying taxes and missing out on investment returns. We can help. With a deep understanding of the unique challenges doctors face and an integrated tax-smart approach, our comprehensive wealth building solutions help our clients achieve better financial outcomes — from residency through retirement. With wealth and tax management for you and your practice all under one roof, we can fully optimize your overall wealth potential and better position you to achieve financial independence.
Year Founded
1963
Social Media
LinkedinFacebook
Industry
Financial Services, Management, Scientific, and Technical Consulting Services, Services
HQ Location
165 Lennon Lane Suite #200 Walnut Creek, CA 94598, US
Keywords
wealth managementinvestment managementfinancial planningsset managementretirement planningfinancial advisorincome taxccountingpractice transitioental practice accounting
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