Private wealth coordination · capped at 100 physicians

One of 100.Not one of thousands.

We build your tax mitigation strategy, implement it alongside you, run your quarterly reviews, and handle your year-end process — then coordinate the rest of your financial life so it works as one. Conservative, documented, and built to withstand scrutiny.

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$15,000 / year

One flat fee — no commissions, no product sales

Paid by you only

So we answer only to you

Capped at 100

Every plan gets real attention

Why this exists

The problem, stated plainly.

No fluff. Here is exactly why most high-earning physicians keep more of their income on paper than in their pocket — and what we do about it.

You're handing a fortune to taxes.

A surgeon's W-2 income carries one of the heaviest tax burdens of any profession — without the strategies the self-employed and real-estate developers use every year.

You don't have time to find the strategies.

The mitigation exists and it's legal. Researching it, sequencing it, and assembling it correctly is a second job — one you don't have the hours for.

You don't have time to vet investments.

The strongest private deals move through relationships, not listings. Diligence on sponsors and structures takes time most physicians simply don't have.

You don't have access to vetted partners.

The developers and sponsors who actually deliver rarely advertise. Without the right relationships, the best opportunities never reach you.

What we do

We handle all of it. We build the strategy, implement it with you, vet the partners, and open the access — so the plan you know you should have actually gets built and maintained.

One of 100. Not one of thousands.

Our standard

We plan as if an IRS agent were standing right next to us.

We don't dabble in gray. Every strategy we recommend is either clearly legal and fully documentable — or it's a no-go. No aggressive positions you'd have to defend, no structures that fall apart under examination. Conservative, substantiated, and built to hold.

Documented to the letter

Every position is supported by the facts, the hours, and the paperwork before it ever touches a return.

Defensible under audit

If we wouldn't be comfortable explaining it across the table from an examiner, we don't recommend it.

Honest math

Permanent savings and tax deferral are always shown separately — never blended into one inflated headline.

One of 100. Not one of thousands.

The engagement

Coordination, start to finish.

One relationship that runs the whole year — not a binder handed over and forgotten.

01 / Review

Review

We read your prior three years of returns and map your full picture — income, entities, exposure, and household cash flow.

02 / Design

Design

We build a coordinated tax and wealth strategy with our vetted team — or alongside the CPA and attorney you already trust.

03 / Implement

Implement

We set it up with you and carry the heavy lifting — every piece executed, nothing left undone.

04 / Maintain

Maintain

Quarterly tax meetings, year-end processing, and ongoing check-ins keep everything current.

One of 100. Not one of thousands.

The retainer

One flat fee. Everything coordinated.

$15,000 per year · all-inclusive

A single, transparent fee. No commissions, no product sales, no surprises — we're paid by you, so we answer only to you.

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Personalized tax mitigation strategyDesigned around your income, entities, and exposure — built to be documented and defensible.

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Hands-on implementationWe don't just recommend the strategy — we set up every piece of it with you.

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Quarterly tax meetingsFour touchpoints a year to keep the strategy live, adjusted, and ahead of deadlines.

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Year-round accessBeyond the quarterly meetings, our team is available all year to make sure every piece of your strategy actually gets implemented.

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Three-year tax return reviewWe surface missed opportunities and amendment candidates in your prior returns.

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Year-end tax processingWe handle the end-of-year process so filing season is organized and stress-free.

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Household budgeting & net-worth trackingA Monarch membership ties every account together for a live, daily net-worth picture.

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Full professional coordinationWe act as the hub between your CPA, attorney, and lenders so everyone works from one plan.

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Access to vetted private investmentsCurated opportunities alongside established operators — screened and explained before any decision.

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The mountain homeThree days a year for your family at our home near Snowbasin Ski Resort.

Also available — members are invited to our annual Deer Valley retreat, an exclusive gathering with economists, real-estate experts, and our partners (attendance by separate paid invitation).

The retainer covers coordination, strategy, and guidance. Tax advice and any filings are delivered through Bement & Company, a licensed CPA firm. 100 Physicians, LLC does not provide legal advice or licensed investment advice and does not sell securities — legal drafting and any investment or securities matters are handled by the appropriate licensed professionals. Our role is coordination: building the strategy and keeping every professional pulling in the same direction.

One of 100. Not one of thousands.

Proof, not promises

Real projects. Real partners.

We don't suggest physicians invest anywhere we haven't put our own capital — and we partner only with operators who do the same. These aren't deal packagers: they act as their own general contractors, they own and operate everything they build or renovate, and they invest their own capital heavily into every project alongside ours. Structures range from shorter holds of four to five years to long-term positions of ten years or more. What's shown here is a small sample — a few of the opportunities our members reach through established operators and family investment offices who work by relationship, not advertisement. The full set is larger, and it stays private by design.

Photo coming soon

Self-storage · Sundance Bay

Self-storage portfolio

A large-scale self-storage portfolio our firm is invested in alongside Sundance Bay, an established operator with a deep track record in the space. Opportunities of this caliber are built by high-caliber owner-operators who work by relationship, not advertising — access comes only through vetted partnership, which is exactly what your membership opens.

Multifamily · Sandy, UT

The Orchard Townhomes

A modern-farmhouse community of 2–4 bedroom townhomes in Sandy, Utah that our firm is partnered on — professionally built and managed, near I-15 and TRAX.

View the community →

Ground-up commercial

Build alongside us

A ground-up commercial building our firm is partnered on. Members can partner directly on projects like this — as a limited partner for passive exposure, or a general partner to build alongside us.

Short-term rental · Coordinated

Turnkey STR coordination

For physicians using short-term rental in a tax plan, the network is already built — sourcing, buying agent, management, design, and installation, vetted and run on one timeline. The participation that earns the position is spent only where it counts.

Your access

Membership opens the door to opportunities like these — institutional syndications, ground-up development, opportunity zones, and more. Every deal is independently screened and explained in plain language. You decide what fits your plan; nothing is pushed, and nothing is sold on commission.

One of 100. Not one of thousands.

Who you're working with

The people behind your plan.

Brent Bement, CPA, CVA

Partner · Bement & Company

Brent holds a Master's and Bachelor's in Accounting from the University of Utah and is a licensed CPA and Certified Valuation Analyst who has advised high-net-worth W-2 individuals for over 20 years. He views the tax law as a roadmap to wealth creation — the idea behind his Wealth Game podcast, launched in 2022. His work spans tax strategy, cost segregation and real-estate advisory, valuations, and audit. A former Utah lacrosse player and avid outdoorsman, he and his wife Candice have five children.

Tax strategy · Cost segregation & feasibility · Valuations · Audit & credits

brent@bementcompany.com

One of 100. Not one of thousands.

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Our commitment

If we can't find you real value, we part as friends.

We only want to work with physicians we can genuinely help. After your three-year review and strategy build, if we don't identify a clear path to value that meaningfully exceeds your fee, you owe nothing — and we'll point you in a better direction with our blessing.

One of 100. Not one of thousands.

Request a consultation

See if you're one of the 100.

A few questions help us understand your situation before we talk. If it looks like a fit, we'll reach out to schedule a conversation — no pressure, both ways.

One of 100. Not one of thousands.