You've spent years building your career. Have you mapped out what comes next?
A retirement plan built around the career you've spent years building.
The strategies that help you grow your practice don't automatically translate into long-term financial security. This guide bridges that gap — covering the planning decisions that matter most during your peak earning years.
At Stansberry Asset Management, we don't just manage portfolios — we build financial plans around the life you're working toward. That means looking at your full picture: income, taxes, retirement timeline, and what happens when your career eventually shifts
What's Inside:
✓ Planning strategies that may help you keep more of what you earn during your highest-income years
✓ Key considerations around career transitions - whether that means selling a practice, winding down, or simply stepping back from full-time work
✓ A framework for aligning your income today with the retirement you want tomorrow
✓ Tax-smart strategies to help you think through different account types and how they may fit into your broader plan.
Frequently Asked Questions
What if I’m not planning to retire anytime soon?
Even if retirement feels far off, decisions made today can have a meaningful impact on your future options. Early planning can help improve tax efficiency, increase flexibility, and position your practice for a stronger transition when the time comes.
Who is this guide for?
This guide is designed for dental professionals at a range of career stages. While certain sections focus on practice ownership and transition planning, many of the tax and retirement strategies discussed may be relevant whether you are building wealth, navigating peak earning years, or beginning to think about long-term financial goals.
What types of clients do you typically work with?
We work with a range of clients, including business owners, families, and individuals navigating complex financial decisions. This includes dental professionals at different stages of their careers, from associates to practice owners preparing for a future transition. Many of our clients are in their highest earning years and are looking for a more coordinated approach to managing investments, taxes, and long-term planning.
How does financial planning fit into this process?
Financial planning helps connect the different parts of your financial life into a more cohesive strategy. Rather than looking at investments, taxes, or retirement in isolation, the goal is to understand how each decision impacts the others, and how they work together to support your long-term objectives.
Who is Stansberry Asset Management ("SAM")?
Stansberry Asset Management is an SEC-registered investment advisor. We typically work with individuals and families who have $500,000 or more in investable assets, providing holistic financial planning and active portfolio management aligned with their long-term goals.
We were founded in 2016 and manage over $1.3 billion in assets with a team of 40+ employees.
Chris DeLaura
Chief Executive Officer
Christopher DeLaura is the Chief Executive Officer of SAM, an independent registered investment advisory firm helping clients reach their financial goals through informed, active management. SAM has more than 35 associates serving clients nationwide, with team members across TX, NY, MD, CA, AZ, NV, CT, and WA.
Christopher brings over 26 years of industry experience, including leadership roles at UBS, where he worked with high-net-worth families and led the firm’s Emerging Affluent Program. He later joined Westport Resources, serving as Financial Planner, Portfolio Manager, and Chief Operating Officer, during which the firm earned recognition as a Barron’s Top 100 Independent Advisor.
Secure your Financial Future Today
Whether retirement is 2 years away or 20, the decisions you make now matter more than most dentists realize.
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Connect with our team:
info@stansberryam.com
1825 South Grant Street,
Suite 200, San Mateo, CA 94402