Wealth Care
Those in medicine face many unique challenges and working with someone who understands them is paramount. My focus and background as a financial advisor is on those in the healthcare field, but I work seamlessly with attorneys and business owners as well. From collaborating on student loans with my physician and attorney clients to helping my business owner clients navigate tax planning alongside their CPA, I am here to help.
What Makes Me Unique
I Am a Fee-Only Fiduciary
I am an independent, fee-only, fiduciary Registered Investment Advisor. This means legally, I am required to put your interests before anything or anyone else.
Beyond that, I have my own driving principles to go even further to be the best partner I can to all the lives I have the honor to impact. Your interests come first and foremost. Always. You should never ever have to wonder if you can trust your financial advisor.
No Asset Management Requirement
I believe sound financial advice is crucial during the wealth building years. There is no “Assets Under Management” (AUM) requirement to work with me.
I get asked all the time, “How much can I afford to spend on financial advice?” My answer: your financial planner should be 2.5% or less of your gross household income. For that reason, I may be a good fit for households earning $200,000 and above.
I Have Specialized Expertise
I specialize in working with high-earning, time-constrained families facing important financial decisions. Many of my clients are physicians, attorneys, executives and business owners.
I know that time is precious, so I seek to keep us both accountable by making sure you’re progressing through your goals. My understanding of your backstory helps us hit the ground running.
Meet Nathan Schorsch
I started Head to Toe in 2018 after leaving a large multinational corporation because I wanted to work with clients the way I would like my financial advisor to work with me. I love living in the Pacific Northwest and working with talented people throughout Portland and the surrounding areas, as well as those across the country and internationally. Each client presents the opportunity to get to know someone in a deep and meaningful way, something that I don’t take for granted and relish every time I go to work.