Broker Check

Wealthcare for Healthcare
Professionals

You dedicate your days to the well-being of others. Your financial life deserves the same quality of attention from someone who understands the world you work in.

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A different kind of Care, 
For a Different kind of client.

Unconflicted fiduciary guidance.

There is a point in a healthcare career where professional practice matters, income opportunities, advisors, retirement fund balances, and questions about your future fulfillment all start competing for attention. As your coordinating advisor, we bring your financial plan, retirement strategy, and the work of your attorney, accountant, and insurance agent together into one coherent whole, so that nothing important gets missed and you always know where things stand. You have spent your career showing up fully for your patients. This is how we show up fully for you.

Why Prism?

"I have worked with Renwick for over 25 years, and his guidance has been invaluable in helping me navigate investing and plan confidently for the future. He has consistently provided steady, thoughtful support—especially during market downturns—ensuring my portfolio remains balanced and aligned with my goals and risk tolerance. What I appreciate most is his ability to explain complex financial concepts in a clear, straightforward way. Because of his expertise and support, I feel confident and well-prepared to retire on my own timeline."

- Debra Cusic

"I have been working with Renwick for ten years and before that, he worked with my parents. He is knowledgeable, pleasant and willing to take the time to answer any question I may have. I trust him as my financial advisor, but more than that, he is also my friend and mentor."

- Darcie Richard

"Renwick has been my financial advisor for over 30 years. Additionally, he managed my parent's finances such that they had a very comfortable and long life.  It is hard to summarize, but a few words will reflect his work ethic.  Trustworthy, intuitive, and a great listener and coach.  I can say with complete confidence that he has each client's goals foremost when working with them.  Feel comfortable and confident when you make the choice to partner with him.  Thanks Renwick."

- Maureen E. Corson, Pharm.D.

"For more than 30 years Renwick has been advising and managing my family investments needs. We have become close friends in addition to our financial services relationship. Renwick is a person of high integrity, honesty and knowledge of financial markets. My life is better from knowing Renwick."

- Richard K. Gajewski

"I am writing to share my strong recommendation for Renwick as a financial advisor, particularly in the area of retirement planning. Renwick has been an invaluable resource when it comes to planning my retirement income. He is consistently timely in his responses, provides sound and thoughtful advice, and demonstrates a deep understanding of financial strategies. The information he shares is accurate and unbiased, which has given me a high level of confidence in the decisions I’ve made with his guidance. I would recommend Renwick without any reservation to any of my friends and colleagues who are seeking a knowledgeable and trustworthy retirement financial advisor. 
Best regards,"

- Charles DuBose MD, MPA

Client testimonials are uncompensated and reflect individual experiences only. Results may vary and are not representative of all clients. Past results are no guarantee of future performance or success.

As Deliberate as the Care
You Give Your Own Patients

Our approach is thoughtful and disciplined, with recommendations tailored to your goals and designed to support consistent, long-term financial decision-making.

WealthCare
Discovery

Your challenges, goals, and vision for the future shape everything that follows.

WealthCare
Compass

We establish your direction, defining the outcomes, experiences, and feelings that a successful financial life means to you.

WealthCare
Roadmap

Your plan takes shape: clear action steps and strategies organized in the order they matter most.

WealthCare
Dashboard

We track your progress together, revisiting decisions and adjusting priorities as your life evolves.

Annual life & Wealth Review

Once a year, we step back and look at the full picture, personal, professional, and financial, all at once.

Who we serve BestBuilt for the People Who
Take Care of Everyone Else

Our clients are healthcare professionals at various stages of their careers, each with a demanding practice, complex finances, and very little time to reconcile the two.

  • You are high earners often trapped in a paradox: strong income, weak control. Your financial life is usually fragmented—multiple accounts, retirement plans in one place, insurance in another, with little strategic integration.

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  • Here, your business is the engine. Your financial life is intertwined with operations, staff costs, and patient flow.

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  • You are a group that lives in financial asymmetry—high-earning bursts followed by uncertainty.

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  • Your compensation often includes layers: bonuses, deferred comp, equity-like incentives, and pensions.

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  • This is where your trajectories are set—quietly but permanently. Decisions made here echo for decades.

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Are you Ready For 
a Financial Life check-up?

If any part of what you have read here resonates, we would welcome the opportunity to sit down, hear your story, and decide together if there's a strong fit for your needs and where you want to go. If there isn't a right fit, we'll gladly point you to other resources. The first conversation is simply that, a conversation.

Let's Talk Start Your Plan

Do You Know These 4 Critical Social Security Facts?

In this ebook, we outline four important Social Security facts that every retiree should know and help you understand your benefits. Download yours today.
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