Wealth Preservers, LLC · Ponte Vedra, FL
Northeast Florida's Disability Income Experts for the Medical Community
From your first year of training through a full-time practice, we help physicians, PAs, NPs, CRNAs, dentists, and other medical professionals protect the income their careers are built on.
Why It Matters
Your training is the investment. Your income is the return.
Most physicians and other medical professionals spend a decade or more training for a career where their ability to work is their primary financial asset — often before they've had time to build savings to fall back on. An injury or illness that limits your ability to practice your specialty can put everything that training was building toward at risk.
Group long-term disability coverage through an employer or training program is a reasonable starting point, but it's rarely enough on its own. Benefit caps, how "disability" is defined, and whether coverage is portable all matter — and most of it disappears the moment you change employers or finish training.
Our Approach
Independent guidance built around your career, not a product
We start with what you already have
We review any employer- or program-provided coverage first, then build a plan around the real gaps — not on top of coverage you're already paying for.
Independent, not captive
As a Florida-licensed independent agency, we aren't limited to one carrier's product or rate. We compare options and represent your interests, not a single company's.
Realistic numbers, not best-case illustrations
We quote conservatively from the start, so what you see is what to expect — not an optimistic scenario that doesn't hold up at underwriting.
We know the medical training pathway
From medical school through fellowship and into practice, income, employer coverage, and needs change at every stage. We design around where you actually are.
Who We Serve
Guidance built for where you are in your career
Serving the Northeast Florida medical community — Jacksonville-area hospitals, residency and fellowship programs, and independent practices.
Just starting out
Lock in insurability while it's most affordable — before a diagnosis or family history can complicate future coverage.
Book a student consultation →In training
Your income is about to change dramatically. We help you protect it before that jump, while rates are still low.
Book a resident/fellow consultation →In practice
We review whether your group coverage and any individual policies still match your specialty, income, and practice setting.
Book an attending consultation →Advanced practice & dental
High-income clinical careers carry the same income risk as physicians — and the same case for protecting it.
Book a consultation →What We Offer
Coverage built around your specialty and your practice
Individual Disability Income
Personal coverage designed around your specialty and occupation definition, and portable no matter where you practice next.
Long-Term Care
Protecting savings and family from the cost of extended care later in life.
Group Disability & Life
For practices and groups looking to offer or improve coverage for their team.
How It Works
A straightforward process, start to finish
Conversation
A short call to understand your training stage, income, and any coverage you already have.
Design & quote
We build a plan around the real gaps, with realistic numbers from the start.
Apply & stay covered
We handle the application process and stay available as your career and needs change.
Protect the income your career is built on.
Fifteen minutes is enough to find out where you stand.
Wealth Preservers, LLC
90 Fort Wade Rd, Suite 100, Ponte Vedra, FL 32081
Florida-licensed independent insurance agency · License No. E028798
Products and availability vary by carrier and are subject to underwriting approval. Wealth Preservers, LLC offers insurance products and services only and does not provide investment advisory services.
