Our team has experience managing investments for 20+ medical practices in the New York area.

We’re here to provide custom financial solutions.

Ken Hutkin – Managing Director, Investments, is acutely aware of the unique challenges faced by medical professionals and medical practices. He specializes in the design and implementation of tax efficient pension plans for medical practices.


Ken Hutkin

More about Ken Hutkin. He brings over 30 years’ experience to his role as Managing Director, Investments for the New York office of Wedbush Securities. Passionate about Wall Street from a young age, he was inspired to pursue a career in Finance and previously served as Senior Vice President & Financial Advisor at Morgan Stanley.

As a former business owner and entrepreneur, Ken is able to understand the challenges faced by doctors, which provides him the ability to design custom tailored solutions and financial plans. He has a knack for navigating through complex financial issues and prides himself on his ability to listen carefully to his clients’ challenges and goals.


Sign up and our expert Ken Hutkin will reach out to you directly for a free in person 1-hour custom consultation focused on financial estate planning.

Our New York Office is dedicated to serving the needs of Doctors. We help medical professionals achieve financial success by strengthening their vision and using our innovative trading technology, experience, and firm-wide stability.

Discover how we are setting ourselves apart as a leading financial services firm.