Lexington Wealth Management

At Pulse Wealth, we understand the unique financial challenges faced by medical sales professionals. As a financial advisor with over 30 years of experience, I, David Dedman, specialize in working with medical sales professionals to help them navigate complex tax situations, make strategic investments, and plan for life after their medical sales career.

Our Services

At Pulse Wealth, we offer a comprehensive range of financial planning and investment services designed specifically for medical sales professionals. Our services include:

Financial Planning

We take the time to understand your financial goals and objectives, creating a personalized plan to help you achieve them. Whether it's short-term goals or long-term visions, we're your guide throughout the journey, ensuring your financial plan evolves alongside life's changes.

Investment Management

Our investment philosophy is simple - utilize low-cost investments that are managed in a tax-efficient manner to help you keep more of your investment returns.

Tax Planning

We offer personalized tax planning services to help you optimize your tax situation and keep more of your hard-earned money.

Fees and Process

Our pricing is simple and transparent. We charge a fee, which includes investment management and ongoing comprehensive financial planning. For under $1,000,000, the fee is 1.5%. For over $1,000,000, the fee is 1.0%.

Our Process

Our process involves four key steps:

1. Introduction: A 30-minute call to explore how we can enhance your financial health. We'll discuss aligning your goals with our services, which are specifically designed for medical sales professionals.

2. Discovery: After reviewing your details, we'll ensure we're precise on every aspect, clarifying any uncertainties to craft your initial action steps.

3. Action Items: We'll navigate your financial plan together, focusing on actionable steps. By discussing and prioritizing tasks, we'll ensure a clear path forward for your financial well-being.

4. Monitoring: We'll maintain regular engagement with monthly check-ins, semi-annual meetings, and continuous planning throughout the year, ensuring a comprehensive approach to your financial health that leaves no detail overlooked.

Success Stories

We've had the privilege of working with several medical sales professionals, helping them achieve their financial goals. Our success stories include:

• Paul and Jennifer, a married couple with three children, who were struggling with lack of time and out-of-control spending.
• Ashley, a young account executive with 7 years of experience, who wanted to utilize her discretionary income effectively.
• Thomas, a successful pharmaceutical sales executive, who was thinking about early retirement.

Get Started

Take the first step towards transforming your financial future. Contact us today to schedule a consultation and explore how we can help you achieve your financial goals.