Broker Check

WHO WE SERVE

Doctors & Practice Owners

Owning and operating a medical practice—especially in optometry—means wearing many hats.

You're not just providing care; you're managing staff, navigating insurance reimbursements, overseeing inventory and equipment costs, and trying to grow a profitable business. It’s complex, and your financial plan should reflect that.

At TrekNorth Investment Management, we bring firsthand knowledge of the private practice optometry model to every conversation. We understand how your practice operates—from revenue streams and cost structures to patient flow and pricing challenges—and we integrate that insight into personalized, strategic financial planning.

A Practice With Purpose, A Plan With Direction.

You’ve invested years into building your practice. Now, it’s time to translate that hard work into a sustainable, prosperous future for you, your family, and your staff. At TrekNorth, we provide the guidance and insight to help you get there.

1Integrated Financial Planning

Your business is a key driver of your personal wealth. We help you build a plan that addresses practice profitability and long-term wealth creation and exit strategies.

2Revenue Optimization & Cost Management

With a deep understanding of insurance reimbursements, cost of goods sold (COGS), and pricing strategies, we work with you to identify ways to help improve margins and reinvest in your practice.

3Tax-Smart Strategies

We work alongside your CPA to identify critical deductions, enhance or strengthen cash flow, and implement tax-smart investment strategies that align with your income structure.

4Retirement Planning for You and Your Employees

Whether you're a solo practitioner or manage a multi-provider practice, we help you evaluate and implement tax-advantaged retirement plans such as SEP IRAs, SIMPLE IRAs, or 401(k)s to help meet both your personal goals and your team’s needs.

5Investment Management

We build and manage customized portfolios that support your goals, manage risk, and complement the liquidity needs of your practice.

6Practice Succession & Exit Planning

Whether you plan to sell your practice, bring on a partner, or gradually scale back, we guide you through the process to help preserve the value you’ve built and foster a smooth transition.



Let’s design a financial path that supports your vision and rewards your dedication.


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