Terms & Conditions

Compliance Disclaimer

We help empower healthcare firms, biotech companies, and medical practices to reduce administrative fees and promote cost efficiency. Our services are tailored to the specific needs of healthcare firms, biotech companies, and medical practices. We provide high-level investment advisory and structure assistance for retirement planning but we strongly advise seeking legal counsel to ensure comprehensive adherence to regulations and industry standards.

Service Purpose

Our services are essential for firms to establish and maintain a legal framework for retirement and 5500 planning that governs their activities. We work closely with firms to define and implement retirement plans that reflect the specific nature of their needs and requirements. Whether it's a biotech firm, a healthcare SaaS platform, or a medical practice, we help create solutions that aim to match their needs and establish trust with their employees.

Key Considerations 

In the dynamic landscape of 5500 structure and retirement planning, companies face unique challenges. Our services address a wide range of issues, including fund advisory, recommending a TPA, avoiding plan compliance issues and more. By collaborating with us, companies, firms, and practices can develop a comprehensive retirement structure that covers various aspects. For a deeper understanding and to receive more information, contact us by clicking the "contact" tab at the top of the page. No financial advice, any kind of advisory, or recommendations are made directly through our website. No securities offerings are to be made through our organization. WealthRx and NorthStar Capital Inc are not broker/ dealer organizations, and we do not offer securities directly.