Our Firm

At Wealth For Docs, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan – one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where Wealth For Docs comes in.

We're trained, licensed, credentialed professionals and we can draw on our years of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you. 

We are proud to be affiliated with NEXT Financial Group, Inc., winner of the prestigious Broker/Dealer of the Year award seven times in 8 years*

NEXT Financial Group Inc. is a network of some of the industry's leading independent financial professionals who assist clients in reaching their investment and retirement goals.

*Based on a poll of registered representatives conducted byInvestment Advisor magazine. Broker-Dealers rated highest by their representatives are awarded "Broker Dealer (B/D) of the Year".

Our clearing firm Pershing LLC (member FINRA/NYSE/SIPC) is a leading global provider of clearing and financial outsourcing solutions institutional, retail financial organizations and investments advisors. 

Click here for information about Pershing LLC - Strength and Stability

Neither NEXT Financial Group, Inc. nor its representatives offer taxor legal advice. Please consult your tax and legal professional before taking any action.