Accessum Health Wealth Advisor & RIA Tool Kit (2026)

STRUCTURAL TRUST ANCHORS De-risking the category through intentional design

You have built your practice on the bedrock of fiduciary responsibility, high-touch service, and structural protection. We believe your clients deserve those same standards in their healthcare. These anchors ensure that the clinical infrastructure we provide mirrors the professional rigor of your own firm, protecting the client’s interests and your peace of mind.

CLINICAL FIDUCIARY We take no kickbacks. We are structurally aligned on the family’s side of the table.

LIABILITY FIREWALL We work directly with

CAPPED RATIOS We limit family loads

clients & carry our liability. You are the quarterback, not the doctor.

intentionally, so complexity doesn't overwhelm support.

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