Why SignatureHEALTH®?

As a healthcare professional, commitments to family, patients, and practice can leave little time for you to focus on your long-term financial security. With SignatureHEALTH®, you have a team dedicated to helping you build a strategy specific to your profession that addresses cash flow, asset management, retirement planning, and more. We’ll help you create a financial blueprint that maximizes your success so your wealth works just as hard as you.

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Delegate Health

Delegate Health

Entrust the intricate financial details to us, freeing you to concentrate on your healthcare or dental practice

Design Law

Design Law

Craft a personalized financial plan to help support both your current lifestyle and future aspirations

Coordinate Law

Coordinate Law

Work with a dedicated team that synchronizes all aspects of your financial affairs, acting as your personal CFO

Net Worthwhile Law

Net Worthwhile Law

Align your wealth with your personal values to live the life you’ve always envisioned

We Understand the Relationship Between Wealth and Worth

We define wealth as the accumulation of more and worth as the achievement of better. At the intersection of Wealth & Worth is where we can help define what “have it all” means to you. Understanding your unique perspective and mindset is key to helping you find the shortest path to your Net Worthwhile®.

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GROW: Building Wealth That Works for You

Optimize investment strategies tailored to your income and risk profile.

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PROTECT: Safeguarding Your Future

Develop risk management strategies that align with your practice and personal life and help secure your family’s future with estate planning and asset protection.

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GIVE: Creating a Legacy of Impact

Design charitable giving strategies to help maximize your impact.

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LIVE: Achieving Balance and Fulfillment

Prioritize work-life balance by delegating financial management to trusted experts.

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SignatureHEALTH® Media & Insights

Life as a successful healthcare professional doesn’t have to be all business. We know this well, which is why we do more than just help you manage your money. We also offer resources that provide insights on leveraging your wealth, maintaining a healthy work-life balance, and building a worthwhile legacy — all while keeping focused on what matters most to you.

THE SIGNATUREHEALTH® TEAM

Doug Liptak

Doug Liptak, CFP®, CPA

Senior Advisor, Chief Strategy Officer, Board Member, Co-Founder

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Jim Tally financial advisor

James E. Tally II, CTFA, CFP®

Partner, Wealth Advisor

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Isobo Amaso, CFP®, CTS

Wealth Advisor

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Allison Porter Image

Allison Porter, CFP®, MBA

Senior Planning Associate

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Ari Garcia Diaz

Ari Garcia Diaz

Planning Associate

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