Financial Advice for Doctors.

Joanne Tinetti approaches every financial discussion from the client's perspective, without judgement or a list of financial rules being forced upon us. She took the time to get to know us and our goals in life - personally, professionally, and financially.

Joanne Tinetti created a range of plans to help us not only achieve financial success, but also happiness by fulfilling our personal goals. In the short time that we have been consulting Joanne, we have finished building our dream home, acquired a second investment property and commenced discussions regarding expanding my private practice.

"Dear Todd, we want to take the time to thank you for working with us. We found your services to be exceptional. We especially appreciated the time and effort spent to rectify errors to ensure our finances were able to be approved. Your honesty, integrity, and skills are outstanding."

"I’m very happy with how Wealthmed guided me through the process of buying an investment property, from pre-build selection to landlord insurance. They also respond rapidly when things are not going to plan- something I particularly value."

"Prompt, regular reminders sent to me, professional, easy, accurate, 2020 taxes all completed, with great outcome (nice tax refund). Looking forward to getting my 2021 taxes done with them! Keep up the great work Wealthmed accountants"