SKC Financial Group
Doctor’s Wealth & Wellness
At SKC Financial Group, we believe today’s physicians are overwhelmed with responsibilities on all fronts: family, work, and money.
If you have ever thought:
- Should I pay down my student loans first?
- How much home can I afford?
- How do I manage my attending salary after living as a resident for so long?
- Is my family and my money protected If I am sued as a medical provider?
You’re not alone. These are common questions, and we’ve helped hundreds of physicians find clarity and confidence in their financial journey.
Our Experience:
Work with an advisor who understands the medical field.
For over a decade, we’ve worked exclusively with medical professionals to address these challenges. Our founder, Norm Wright, has taken the steps on this journey with his wife, an Obstetrician in Central Florida.
Norm is a Certified Financial Planner® and the founder of SKC Financial Group. He graduated from Indiana University of Pennsylvania in 2005, earning a Bachelor of Science with a double major in Finance and Economics. He has three sons, Quinn, Vaughn, and Zaine. They currently reside in Gotha, FL.
Norm Wright, Certified Financial Planner®
What We Offer:
Your financial journey is unique, and your plan should be too. We provide comprehensive solutions designed to help you protect what matters most, manage risk, and build long-term wealth. Whether you’re just starting your career or planning for the future, our personalized strategies ensure you have the guidance and tools to make confident financial decisions.
Personalized Financial Planning
Strategies tailored to your career stage and goals.
Debt & Investment Guidance:
Smart approaches to student loans, mortgages, and wealth building.
Risk Management
Protect your family and assets with the right coverage.
What We Offer:
Your financial journey is unique, and your plan should be too. We provide comprehensive solutions designed to help you protect what matters most, manage risk, and build long-term wealth. Whether you’re just starting your career or planning for the future, our personalized strategies ensure you have the guidance and tools to make confident financial decisions.
Personalized Financial Planning
Strategies tailored to your career stage and goals.
Debt & Investment Guidance:
Smart approaches to student loans, mortgages, and wealth building.
Risk Management
Protect your family and assets with the right coverage.
SKC Planning Process
Schedule a first visit to learn more
First Visit
30 Min Virtual Meeting
We get to know each other to see how we can help you.
Second Visit
60 Min Virtual Meeting
Present the Customized Financial Plan to meet your objectives.
Share our Evidence-Based Investment Management Process.
Complete the Procedure
We work together on an ongoing basis to implement the plan and reduce financial stress.
Financial Physical
30 Min Virtual Meeting, 1-2 times per year
We check in regularly to make sure you are financially healthy and on the right track.
First Meeting
30 Min Virtual Meeting
We get to know each other to see how we can help you.
Second Meeting
60 Min Virtual Meeting
Present the Customized Financial Plan to meet your objectives.
Share our Evidence-Based Investment Management Process.
Complete the Process
We work together on an ongoing basis to implement the plan and reduce financial stress.
Financial Physical
30 Min Virtual Meeting, 1-2 times per year
We check in regularly to make sure you are financially healthy and on the right track.
Listen & learn
Tune in to the Doctor’s Wealth and Wellness Podcast
Our podcast is designed to help busy attending physicians take control of their finances and personal health with straightforward, practical advice. Hosted by Norm Wright, this show empowers doctors to achieve financial freedom and wellness without the dress.
Check the background of investment professionals on FINRA’s BrokerCheck.