You’ve Mastered Dentistry. Now Let’s Master Wealth.

You’ve built a successful practice.

But real freedom, the kind that lasts, requires a different kind of thinking.

Take the 3-Minute Quiz

Watch the Wealth Code Series

Being a Business
Owner Isn’t the Finish Line.

You’ve worked hard to build a successful practice.

You’ve taken on the responsibility: the team, the patients, the business.

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Your income still depends on your time.

The weight of the business sits squarely on your shoulders.

And lasting wealth still feels just out of reach.

You’ve hit milestones others admire, but freedom still feels fragile.

You’re earning good money, but quietly wondering:

Is this actually building anything long-term?

Can I ever stop, or will I be doing this forever?

Why do I feel like I should be further along?

Most dentists try to solve this with more growth, more systems, or more clinical hours.
But what if the real issue isn’t how hard you work — it’s what game you’re playing?

See the Shift That Changes Everything

What The E-Myth Missed About Real Wealth

You may have heard of The E-Myth. The idea that working on your business, rather than just in it, leads to more freedom.

It’s a helpful shift in mindset… but it’s not the whole picture.

Because whether you're still doing clinical work or not, the reality is this:
Owning a practice doesn’t guarantee financial independence.

1Technician
2Manager
3Entrepreneur
4Investor

A smarter way to think about freedom

The real shift happens when you begin to think like an investor.

Someone who knows how to use their practice to build wealth, not just income.

A Strategic Approach to Building Wealth Designed for Dentists

This isn’t practice management.

It’s not financial advice.

And it’s not a cookie-cutter investment plan.

It’s a structured approach to building wealth, guided by someone who’s done it, with insights drawn from over 25 years of private investing and working with dentists like you.

Whether you're just starting to think about wealth beyond your practice, or you’re already investing and want sharper guidance, the Practice-to-Portfolio™ framework meets you where you are.

Focus Areas

Clarity & Control

Gain strategic clarity and maintain operational control to move with purpose and precision.

Capital Orchestration

Master the art of capital, including raising, allocating, and leveraging funds to scale with confidence.

Execution Confidence

Build processes, systems, and habits that lead to consistent, confident execution of your vision.

Two Starting Points — Choose Yours

The Dentist Wealth Quiz

What’s Missing May Not Be What You Think.

This short quiz reveals the most common blind spots that hold dentists back financially and how to address them.

Take the Quiz →

The Dentist Wealth Code Series

Short. Clear. Practical.

12 concise videos that reveal how dentists are approaching wealth-building differently, without needing to sell or retire early.

Watch the Series →

Chartered Accountant and Private Investor

For over two decades, I’ve helped professionals, especially dentists, make the shift from high income to strategic wealth.

I’m not a financial adviser. And I’m not here to help you grow your practice.

I’m here to help you use it, as the engine that funds your financial independence.

Wealth is not a mystery. But it does require a better lens.

More About My Work →

Read my full story

WHAT OUR MEMBERS ARE SAYING

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