Achieving and maintaining a state of optimal Wealth and Well-being is too important to leave to chance. If you do not plan properly, take necessary precautions, and get expert professional help when needed, your chances of achieving it are greatly diminished.


Successfully navigating life's major milestones is not always easy.  And we only go around once.  It is worthwhile to take charge and do it smart.  

As a Medical Doctor I often dealt with the consequences of denial, procrastination, and expedient choices that were not always wise for one's health and well-being.  A holistic and thoughtful approach usually led to the best results. 

It is the same thing with one's wealth.  A holistic and thoughtful approach that includes making the most out of the present, while planning for the future leads to the best results.  

As a trusted professional who has always dealt with life's most precious gifts, I have a unique insight and sense of responsibility that is special and rare.  To those whom I serve I am forever committed to maintaining the highest standards of integrity, compassion, and professionalism.


 To your wealth and well-being,




Daniel Ruben, MD, MPH, MBA