Your patients get your full attention. Your finances deserve the same.
Helping physicians and surgeons maximize their wealth through unique tax-efficient strategies and personalized retirement planning.
Personalized financial solutions for physicians and surgeons
You wouldn’t prescribe without understanding the whole patient. We bring that same care to your financial life: listen to your concerns, run the diagnostics, and build a personalized plan with regular follow-ups.
Discovery Meeting
Listen: Where does it hurt?
We get to know you and your money story.
- What keeps you up at night about your finances
- Your goals and what money means to you
- Wherever you are — residency loans to practice exit
Perspective Builder
Examine: Run the diagnostics
A financial checkup of the work you've done so far.
- What's working well and where to keep going
- Gaps and opportunities you might be missing
- The full picture of where you stand today
Recommendations
Diagnose: Your personalized treatment plan
Our ideas for making your financial life better.
- What we'd do differently to reach your goals faster
- Taxes front and center — keep more of your money
- Why each recommendation fits your situation
Implementation
Act: Put your care plan into practice
Everything clear and comfortable before anything changes.
- All your questions answered first
- We decide together if we're the right fit
- Paperwork handled and everything set up for you
Ongoing Reviews
Follow up: Regular financial checkups
At least four meetings a year to keep your plan on track.
- Life changes — your plan changes too
- Tax laws change — we adjust your strategy
- Regular checkups so the plan always fits your life
Don't feel overwhelmed by financial choices.
We specialize in helping physicians with tailored strategies for wealth management, retirement planning, student loan optimization, tax efficiency, and legacy building — so you can focus on saving lives while we secure your financial future. Let the Dynasty Team help.
Wealth Management
A whole-picture approach to financial health.
A holistic approach to growing and protecting your assets.
Retirement Planning
A long-term care plan for life beyond practice.
Personalized strategies for income planning and tax-efficient distribution.
Tax Optimization
Examine the pressure points in your tax picture.
Strategies designed to minimize your tax burden and keep more of what you earn.
Student Loan Optimization
A repayment plan built around your financial vitals.
Customized repayment strategies that minimize interest and maximize savings.
Investment Strategies
Match your investment plan to your financial diagnosis.
Custom plans that align your investments with your goals and risk profile.
Estate Planning
Continuity of care for your family’s financial future.
Protect your assets and ensure your wealth is distributed according to your wishes.
Recognized for excellence
Recognized for Excellence in Financial Security Planning
Our founder Gary Kauffman was recognized for his commitment to helping clients achieve lasting financial security. This acknowledgment, presented by Forbes Magazine in collaboration with SHOOK Research, reflects the dedication and diligence we bring to every client relationship.
Gary Kauffman recognized as top Financial Security Professional
Gary Kauffman was also recognized as a top Financial Security Professional in 2025. This acknowledgment, presented by Forbes Magazine in collaboration with SHOOK Research, reflects the dedication and diligence we bring to every client relationship.
"We are incredibly grateful to have been introduced to him"
My husband and I began working with Gary during a pivotal time in our careers — when I was completing my fellowship and he was in his first year as an attending physician. From our very first meeting, it was clear that Gary stood apart from other financial advisors we had encountered. His patient, educational, and highly personalized approach made all the difference.
At the time, we both felt unprepared to manage our finances, both current and future, and were frustrated by the lack of clear, accessible resources to help us navigate the complexities of the financial system.
Gary took the time to explain our financial options, helping us develop a clear understanding of our goals and the steps needed to achieve them. Thanks to his guidance, we now feel confident in managing our finances while also enjoying the fruits of our hard work in a responsible way.
In addition to his expertise, Gary's warmth and accessibility have made our experience enjoyable and stress-free. He's always approachable, responsive, and takes the time to address both quick questions and more detailed financial discussions.
After working with Gary for several years, he has become an invaluable, trusted professional. We are incredibly grateful to have been introduced to him early in our careers and cannot recommend Gary and his team highly enough.
Emily Katz and Jeffrey Globerson are current clients and were not compensated for our testimonial. Our testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202710-9659544
Gary Kauffman
Gary is the founder of Dynasty Wealth Partners, a firm dedicated to helping physicians and surgeons navigate the complexities of financial planning. His passion for starting his business is driven from watching his step father's family business grow as a child and seeing the impact that it could have on their family, clients, and community.
With a deep understanding of the unique challenges faced by medical professionals, Gary specializes in strategic wealth management, tax efficiency, and retirement planning. With years of experience and a passion for empowering others, Gary is committed to guiding doctors through every phase of their financial journey — whether they are in training, aspiring affluents, or achieving financial independence. Gary has been recognized by Forbes and MDRT as a top 100 financial planning professional in the country.
Outside of work, Gary enjoys playing tennis and golf with clients and friends, watching the UFC and College Football, and long walks through the park with his wife, Julia, and golden retriever, Kipper.
Meet The TeamQuestions physicians ask us most
Straight answers, no jargon. If you don't see your question here, ask us on a quick call — that's what the Discovery Meeting is for.
See All FAQs01Who do you work with?
We specialize in physicians and surgeons at every stage of their financial journey — from Doctors in Training just beginning their careers, to Aspiring Affluents building their financial futures, to Financially Independent Physicians enjoying the rewards of their hard work.
02What happens on the first call?
The first conversation is a Discovery Meeting: we get to know you and your money story, ask about what keeps you up at night, and meet you exactly where you are in your career — whether you're in residency handling student loans or a practice owner getting ready to exit. No pressure, no obligation.
03Can you help with my student loans?
Yes. We analyze your financial situation and loan terms to create a customized repayment strategy that minimizes interest, maximizes savings, and aligns with your long-term financial goals.
04How often will we meet once I'm a client?
At least four times each year. Your life changes, tax laws change — so your plan should change too. These regular checkups make sure your plan always fits your current life.
Your Trusted Partner in Financial Confidence and Prosperity
One conversation with the Dynasty team — no pressure, no jargon, no obligation.