Broker Check

27 Heather Wisp Place
The Woodlands, TX 77381

Joseph Huston

(936) 321-4620



Integrated Wealth Management for Doctors

There is no doubt that doctors are some of the most respected and affluent professionals in the workplace. In fact, according to U.S. Department of Labor reports, eight out of the top 10 highest-paying jobs in the nation belong to healthcare professionals. That’s the good news.

As a doctor, you face several challenges when it comes to securing your financial future. Educational requirements and substantial student loans delayed your ability to generate income and savings, while constant patient care and the need for continuing education demand your full attention, leaving precious little time to devote to your financial well-being.

Ironically, you spend most of your life caring for others, and very little time caring for yourself. What’s more, your income bracket makes you the target of financial specialists of all shapes and sizes, each of whom professes the expertise to provide you with the most efficient retirement plan, a can’t-miss stock, comprehensive insurance coverage, tax shelters… the list goes on.

Ask yourself this:

  • Can consultants looking through the microscopes of their own individual disciplines be successful in helping you achieve your financial goals?
  • Who ensures that their combined efforts are squarely focused on your financial health in its totality?
  • That’s where Greenbook for Doctors™ comes In.
  • The Whole is Greater than the Sum of Its Parts.

Greenbook for Doctors™ offers financial planning programs designed exclusively for doctors. Greenbook capabilities are driven by a team of financial talent and strategic thinkers who design and manage each of the four cornerstones of our integrated platform:

  • Practice structure
  • Risk management
  • Portfolio design
  • Asset protection

We employ a conservative approach committed to unwavering regulatory compliance that seeks to avoid unwarranted risk, maximize allowable deductions and protect income and savings from unexpected life events. Paramount in this program is making sure all the pieces of your puzzle fit your situation based on efficiency, control and safety for your given objectives.

The Greenbook team understands doctors’ unique earning, spending and savings patterns across different specialties and age groups, and uses that knowledge to design integrated financial plans that are intended to help you reach your goals most efficiently. We work hard to mitigate threats to your income and investments, and possible exposure to creditors and frivolous lawsuits. Greenbook also helps doctors recognize the tax implications of their entire portfolio, and select the most effective pension and business structures.

Key to the Greenbook for Doctors™ approach is the delivery and management of all programs and services through a single point of contact: your highly trained Wealth Advisor. Joseph C. Huston counts on years of experience leading individuals to financial independence, the point in your life when your savings (and income from savings) afford your lifestyle needs throughout your life expectancy. The Greenbook program may be able to help you and the next step is for you to go to the Contact us page and send us a note to get the ball rolling.