Health as a Wealth Management Benefit
Elevate your client relationships. Physician-led health services delivered directly to your high-net-worth clients and their families. A white-glove benefit that strengthens loyalty and retention.
Why Wealth Managers Offer Health Services
For HNW families, healthcare convenience is a luxury good — and a retention lever.
Differentiation in a Crowded Market
Every wealth manager offers investment returns. A few offer holistic, white-glove lifestyle services. Health is part of holistic wealth management.
Client Retention & Loyalty
HNW clients who get convenient, discreet healthcare stay with advisors longer. It's a tangible, felt benefit that builds stickiness.
Top-Tier Relationship Service
Coordinating health care for your client base shows you understand their lifestyle and constraints. It's premium service.
Referral & Networking Opportunity
Healthy clients talk. A first-class health program becomes a conversation starter with other HNW families.
Health Services for Your Clients
Customized healthcare solutions that fit your client base and their needs.
Executive Health Programs
Annual wellness exams, health assessments, and preventive care delivered to home or office. Comprehensive reports and continuity of care.
Family Health Coordination
Extend services to spouses, adult children, and aging parents. One advisor manages healthcare access for the whole family.
Travel & Relocation Support
When clients travel to Chicago, we coordinate advance healthcare planning. When they relocate, we transition their care.
Direct Physician Access
Your client gets a direct line to a physician for questions and urgent needs. No call centers, no gatekeeping.
Concierge Coordination
We manage the logistics — scheduling, insurance, billing, documentation. Your client just receives the care.
Wellness & Longevity Focus
Preventive health strategies for long, healthy lives. Regular checkups, lab monitoring, and proactive health guidance.
How We Partner With Wealth Managers
Flexible models that fit your firm and your clients.
Referral Model
Your clients contact Conci directly for on-demand care. You maintain the relationship; we deliver the service. No fees to you.
Exclusive Client Program
We offer special rates for your client base. You get a branded wellness benefit; your clients get convenient, personalized care.
Concierge Coordination
We handle health logistics for your entire client family — coordinating exams, managing specialists, tracking preventive care.
Strategic Partnership
Joint client events, co-branded health workshops, or integrated health-and-wealth planning services customized to your practice.
Why Conci for Your Clients
Premium healthcare that matches the caliber of your wealth management services.
Physician-Led, Not Corporate
We're physician-owned and operated. Your clients get real doctors managing their care, not insurance companies.
Concierge Quality at Rational Pricing
Premium services without the $2,500/year membership model. We offer what concierge medicine offers — minus the surprise costs.
Discrete & Confidential
Full HIPAA compliance. No client data shared with your firm. Their health stays private, while you retain the relationship.
Local & Integrated
Chicago-based physicians who know the area, local hospitals, and specialist networks. Integrated, coordinated care.
Outcomes-Focused
Regular preventive checkups, early detection, and health optimization. We focus on keeping clients healthy long-term.
Elevate Your Client Offering
Health is a luxury good for HNW individuals. Partner with us to offer your clients white-glove healthcare that strengthens their loyalty.
For Independent RIAs
Stand out from large-firm advisors by offering integrated health services to your client base.
For Wirehouse & Bank Advisors
Extend your service model beyond investments. Health and wellness are natural extensions of wealth advisory.
For Family Office Professionals
Simplify client coordination by centralizing health logistics for multi-generational families.
For Niche & Specialized Practices
Tailor health offerings to your client niche — business owners, physicians, executives, etc.
Partner With Conci
Let's discuss how health services can strengthen your client relationships and differentiate your practice. We'll design a program that works for your firm.
Start a ConversationOr call us at (847) 483-3563