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Medicus Wealth Consultants, LLC2026-05-27T19:39:03+00:00

Personalized Financial Confidence

Medicus Wealth Consultants, LLC

About

Medicus Wealth Consultants, LLC

Work with a partner who will provide an investment experience tailored to you.

Money is personal. We believe investor deserve professional guidance that provides them with a customized financial strategy focused in their individual needs and objectives.

Our approach is built on holistic planning, where investment and insurance strategies are designed to complement one another to help you meet your financial goals.

Our mission is to help investors build confidence through a focused, personalized approach to their financial strategy. We provide strategic guidance designed to assist our clients in making informed decisions for their financial future.

Patriot's Day Golf Tournament

The Patriot's Day Golf Tournament is another foundation that Medicus Wealth Consultants, L.L.C. is proud to provide years of high level of support. From left to right: Danny D., Ed Dropic, Brennan S., Richard C.

Somalia, December 1992

This is me at 23 years old in what seems like a lifetime ago. My Marine Corps unit, 2nd Battalion/9th Marines, part of the 15th Marine Expeditionary Brigade, was called to be the first unit into Mogadishu, Somalia in Dec. 1992. The Marine Corps and veterans are so important to me. Everyday 22 active duty and veterans take their life. There is no room in our society for suicide. Please ask the ones you love if they are ok....really ok. and let them know you love them.

A Family Affair

My beautiful wife, Tahmin (Tara), is our Director of Administration and my rock. She has stood beside me through the loss of my son Max to suicide. Here we are receiving an award for helping and supporting the Sgt. Anthony P. Muhlstadt Defender 5k and 2.2 Mile March in June of 2025.

Sgt. Anthony P. Muhlstadt Foundation

I am very blessed to be a board member of this great foundation. The foundation raises money to help support education and outreach to prevent active duty and veteran suicide. This is a picture of my Marine Corps friend of nearly 40 years, Ed Landry. He flies from Texas every year to do this walk to raise money for the cause.

Maximilian Christian Dropic

This is the last time Max was with his sisters, whom he idolized. 12 days later Max took his life, shocking and devastating to his family and friends. Not a day goes by that I don't tear up when remembering him. From left to right: Dad (Ed Dropic), Kailey, Brenna & Max.

Empowering Your Retirement

Meet The Team

Edward Dropic

Founder / CEO

Profile

Edward Dropic is President and CEO of Medicus Wealth Consultants, LLC. He is the former owner of Ahead Human Resources of Cleveland and has 20-plus years of experience as a small business owner. As a Financial Strategist, Ed specializes in working with the medical community, focusing on physicians, nurse practitioners, physician assistants, registered nurses, pharmacists, executive administrators, their families, and employees.

Philosophy

“I am an advocate for the people I work with, their families, businesses, and employees. I believe it is my duty to ensure they have the most effective, efficient, and enjoyable financial life possible. My goal is to remove biases and exceed goals. I do this using sophisticated and comprehensive financial modeling tools to simulate scenarios that may occur in an individual’s life.”

Experience

With decades of experience as a financial professional focusing on medical professionals and backgrounds ranging from a Marine Corps veteran to professors with doctorates in business, Medicus Wealth has the vast knowledge, resources, and drive to serve medical professionals at the highest levels. Despite our levels of professional and academic excellence, we are committed to continuing our personal and professional growth to further our mission for many years to come.

Process

Fast forwarding into the future, we will continue to stay true to our core principles of keeping medicine between the provider and the patient by implementing our unique process. In our Medicus process, we work to remove biases, support medical professionals, create effectiveness, and boost efficiency while potentially not increasing risk. We do this using sound economic principles, quality financial products and services, and sophisticated financial modeling software, but the key behind it is our heart to see medical professionals flourish.

Advocacy

As advocates, we know that many times we are the voice of the voiceless. Incumbent with that responsibility, we know that what we do can, and many times will, echo for generations to come. This impact will likely be felt by families and business associates alike. We are so passionate about what we do that we would like to see you enact the strategies we create together… even if it’s not with us, because our goal is that it will measurably improve your financial well-being.

Integrity

At Medicus Wealth, ethics, morality, honesty, reliability, and truth are the basis for who and what we are. Bringing this sense of honor to the medical community is a duty and privilege of which we are keenly aware. Additionally, it drives home the obligation we have to your family, colleagues, patients, and ultimately to you. We have been around a long time because of our integrity, and we look forward to being a resource for years to come.

Commitment to Excellence

Experience. Process. Advocacy. Integrity. Combined, these make Medicus Wealth not only the professionals you want but also the strategic partners you can consider for your financial needs. Our priority is to provide a positive impact and professional growth for the clients we serve.

  • Protection: Life, Disability Income, and Long-Term Care
  • Wealth Accumulation: Mutual Funds*, Annuities, and Life Insurance*
  • Retirement: IRAs, Employer Plans, Fixed/Variable Annuities*, and Mutual Funds*
  • Education Funding: Tax-Advantaged Investment Programs for Parents/Grandparents*
  • Business: Small Business and Large Corporate Continuation Planning, Executive Benefits, and Section 162 – Supplemental Executive Retirement Plans
  • Manage Money: Professional management and oversight of financial assets and investment strategies

Tahmin Khan

Director of Administration

Tahmin Khan brings 26 years of experience in the insurance industry, with a professional background rooted in service, operational support, and strong client relationships. In her current role with Medicus Wealth Consultants , she supports back-office functions and client relations, while also managing her own book of business with a focus on final expense and life insurance solutions.

Thomas Rozman

Thomas Rozman

Chief Investment Officer

Rosie Riley

Rosie Riley

Head of Onboarding & Operations

Jared Hillman

Jared Hilman

Head of Trading

Learn More About

Our Financial Solutions

Our three-step planning process works to help identify and implement suitable financial strategies focused on addressing our clients needs and working toward their long-term goals and objectives for retirement.

Click below to learn more about our approach.

01

Start Smart

02

Apply Discipline

03

Communicate Progress

Wealth Management

Our goal is to develop strategies designed to provide income for the long term. We help build tailored, sustainable income plans for our clients that take all factors into account. Retirement is a significant milestone, and our process focuses on helping you manage your assets so you can focus more on your passions and the people you love.

Retirement Strategy Planning

Retirement savings strategies involve a comprehensive approach that balances consistent saving during your working years with potential tax-advantaged withdrawal strategies in retirement.

Key steps include fully utilizing tax-advantaged accounts, diversifying investments to help manage risk, and strategically evaluating the timing of Social Security benefits.

Tax-Efficient Planning

Benjamin Franklin said, “In this world nothing can be said to be certain, except death and taxes” – We can’t control the first, but we can help you potentially reduce the second.

Our clients enjoy a comprehensive review of their tax return, tax projections combined with proactive planning, tax reduction strategies, etc.

Social Security Benefit Planning

Social Security timing strategies involve strategically evaluating when to claim benefits and coordinating with other income sources to help increase your potential lifetime payments.

The decision of when to claim Social Security is complex and can significantly impact your retirement income. We provide a comprehensive analysis to help you understand how different timing choices may affect your long-term financial health.

Income Planning

Through our retirement planning process, we will review your current income situation and analyze potential income in retirement. We work with you to develop a strategy designed to provide sustainable income throughout your lifetime. We’ll help you evaluate your Social Security options and seek to increase the benefits for your situation.

If you have a pension, we will guide you through the options available and help you make an informed decision. Our process also addresses other considerations, such as potential impacts from inflation, taxation, or the loss of a spouse.

View All Our Services ⤍

Register For

Our Educational Events

At Medicus Wealth Consultants, LLC we believe in the value of financial education and accessibility. We provide resources through digital education platforms designed to help you make informed decisions. We believe an informed client is better positioned to pursue their financial goals. Click here to subscribe to the Medicus Wealth Consultants, LLC.

UPCOMING EVENTS

Events in May 2026

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    Our Guides and Blog

    Financial Educational Literature

    Tips to Help Avoid Market Panic Reaction

    Tips to Help Avoid Market Panic
    How to Plan and Help Protect Your Savings

    Market swings can be challenging, but they can be managed as part of a comprehensive strategy. This guide explores how to maintain a long-term perspective through volatility, why consistent strategies have historically helped investors navigate market fluctuations, and how to address the potential impact of “sequence of returns” risk. In retirement, prudent planning is key to managing market uncertainty.

    GET THE GUIDE
    Optimizing Social Security in Today’s World

    The Social Security Guide
    Optimizing Social Security In Today’s World

    The timing of your Social Security claim is a complex decision that can impact your total retirement income. This guide explores how proactive strategies can help you seek to increase potential income and provide greater clarity regarding your financial future. Make sure you get what you’ve earned!

    GET THE GUIDE

    Browse Our Blog

    Click Here To Browse All Our Blogs ⤍

    Our Video Library

    What’s a Risk Score?

    Risk tolerance is an investor’s ability to remain invested during downward market cycles in exchange for a potential return.

    It’s important that investors understand their risk tolerance so that they can help guide the design of their investment strategy. This approach looks to balance the investor’s desire for returns goals with their ability to stay confident and invested throughout market cycles.

    To help investors understand their risk threshold we deploy a proprietary algorithm rooted in the well-known Value at Risk (VaR) measurement that helps us quantify their sentiment toward financial uncertainty, specifically their emotional tolerance with respect to the magnitude and speed of potential investment loss. This Analysis provides them with a VaR Score that can help determine if their existing portfolio aligns with their risk tolerance.

    Risk-Tolerance

    Learn More About Value at Risk Analysis →

    Asset Lock

    Intelligent, Disciplined Investing
    with AssetLock®

    AssetLock® is Simplicity Wealth’s proprietary, investment portfolio monitoring service that delivers personalized communications to advisors and investors in a secure environment.

    This technology keeps investors informed about the progression of their portfolio in accordance with their risk tolerance determined by the investor’s household portfolio VaR Score.

    Contact Medicus Wealth Consultants, LLC

    At Medicus Wealth Consultants, LLC , we believe strong financial planning is built on relationships. We take the time to understand your goals, concerns, and family dynamics—because financial planning isn’t just about numbers, it’s about life. Our team is committed to providing consistent, personalized guidance, ensuring you have a dedicated advisor who understands your long-term financial journey.

    Office Location:

    1499 Gulf to Bay Blvd
    Clearwater, Florida 33755

    Our Email:

    edropic@medicuswealth.com

    Our Phone:

    (727) 300-2225

    Our Fax:

    (855) 670-0911

    Schedule Your Complimentary Retirement Review

    At Medicus Wealth Consultants, LLC, our approach goes beyond investment management.
    We focus on helping you strengthen your retirement strategy.

    OUR E-NEWSLETTER



      ©  Powered by: Simplicity

      OUR LOCATION

      1499 Gulf to Bay Blvd
      Clearwater, Florida 33755

      Privacy Policy | Terms of Use | Disclosure | ADV 2A and Form CRS

      Six fundamental financial planning considerations include but are not limited to Longevity, Liquidity, Inflation, Market, Mortality, and Taxes.

      Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Medicus Wealth Consultants, LLC. Medicus Wealth Consultants, LLC is a separate and unaffiliated entity from Simplicity Wealth.

      Our Services

      Seek to grow assets in accordance with your risk tolerance and financial goals.

      Seek to enhance your or your loved one’s potential retirement income through strategies designed for tax efficiency and capital utilization.

      Ease the financial and emotional toll of long-term care with early planning so you can retire with peace of mind and dignity.

      Explore tax planning strategies today for potential tax efficiency and financial flexibility later in retirement.

      Help supplement your retirement income plan by exploring accumulation and potential tax-free distribution strategies.

      Learn about the potential benefits you may be eligible and explore strategies designed to seek an increase in your Social Security income.

      Work with us to design a strategy that seeks to provide potential income and strives for financial independence throughout your retirement years.

      Make the investment in your child or grandchild’s future with the gift of a college education through life insurance.

      Implement strategies designed to help lessen the overall risk to your assets from the effects of inflation.

      Plan for potential access to your assets to help address life’s unexpected needs.

      Schedule Your Time With Us







        Value at Risk Analysis

        Risk tolerance is an investor’s ability to remain invested during downward market cycles in exchange for a potential return.

        Within the initial review, we help you understand your risk threshold. We do this by deploying a Value at Risk (VaR) Analysis that helps us quantify attitudes toward financial uncertainty, specifically one’s emotional tolerance with respect to the magnitude and speed of potential investment loss.

        This analysis produces a VaR Score that is indexed on a scale from conservative to aggressive. The VaR Score can help us determine if the current portfolio aligns with your risk tolerance and provides insight as to whether changes to that portfolio are needed.

        Value at Risk Analysis

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          Our Approach

          Money is personal.
          We believe investors deserve a partner that will provide them with a bespoke investment experience tailored to their needs and objectives.

          01

          Start Smart

          02

          Apply Discipline

          03

          Communicate Progress

          01

          Start Smart

          Starting smart begins by getting a clear understanding of an investor’s current financial situation and how they would like it to progress to help meet their future lifestyle goals and objectives.

          During this process we get to know our prospective clients by gathering information pertaining to their personal values, financial goals, and existing financial accounts. We also evaluate their attitudes toward six universal financial planning considerations and conduct a Value at Risk (VaR) Analysis.

          Financial Planning Considerations

          The six universal financial planning considerations are potential barriers investors may face when working toward their goals. We believe that it’s important to evaluate investor sentiment towards each consideration through a succinct questionnaire. This allows us to examine the potential effects of these considerations on an investor’s assets today and in the future.

          Longevity

          Outliving financial assets as the result of a longer life.

          Liquidity

          Limited access to assets to meet life’s unexpected financial needs.

          Inflation

          Reduction in real purchasing power as the result of increasing cost of living.

          Market

          Unexpected reduction in the value of financial assets at the time of withdrawal.

          Mortality

          Loss of financial assets as the result of a partner’s or spouse’s death.

          Taxes

          Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.

          Value at Risk Analysis

          Risk tolerance is an investor’s ability to remain invested during downward market cycles in exchange for a potential return.

          Within the initial review, we help you understand your risk threshold. We do this by deploying a Value at Risk (VaR) Analysis that helps us quantify attitudes toward financial uncertainty, specifically one’s emotional tolerance with respect to the magnitude and speed of potential investment loss.

          This analysis produces a VaR Score that is indexed on a scale from conservative to aggressive. The VaR Score can help us determine if the current portfolio aligns with your risk tolerance and provides insight as to whether changes to that portfolio are needed.

          Value at Risk Analysis

          02

          Apply Discipline

          Research and Due Diligence

          Simplicity Wealth’s rigorous research process provides a comprehensive suite of reliable investment capabilities and model portfolios. We vet, select, and continuously monitor over 150 asset managers and 1,000 strategies, evaluating them for risk management, diversification, and performance consistency. This disciplined, fiduciary-driven approach is paired with our proprietary risk scoring model, which grounds our clients’ investment expectations in their personal comfort level with market volatility.

          Our Investment Planning Process

          Our investment planning process helps our clients set clear and achievable financial goals. It allows them to define their short-term and long-term objectives and provides direction in making prudent investment decisions based on universal financial planning considerations, risk tolerance, and time horizons. We strive to provide a planning process that is dynamic and flexible, allowing our clients to adapt their investment strategy as circumstances evolve.

          1. Discover:

          Gather key information pertaining to goals, objectives, financial planning considerations, and risk tolerance.

          2. Analyze

          Perform a comprehensive financial analysis of the information provided.

          3. Plan

          Create a custom strategy that aligns with the client’s provided goals and risk tolerance.

          4. Implement

          Execute the agreed-upon plan.

          5. Monitor

          Proactively manage the plan, evaluate its progress, and adjust it to meet shifting objectives and changing market dynamics.

          Institutional Solutions

          Direct Indexing and Tax-Loss Harvesting

          Gaining greater control of an index with added tax benefits so that clients may keep more of what they earn.

          Through Simplicity Wealth’s automated direct indexing and tax-loss harvesting capabilities, investors will have greater control and flexibility within their replicated index portfolios and will also benefit from offsetting capital gains tax through the strategic selling of securities at a loss.

          Tax-loss harvesting involves selling an investment at a loss in order to offset the taxes resulting form a capital gain. It is not considered tax advice and you are encouraged to consult with your personal tax advisor for such services

          Sophisticated transfer strategies for helping clients reduce or even eliminate tax-burdened legacy positions.

          Simplicity Wealth’s tax-optimized transition solution works to help investors alleviate tax liabilities of transferring existing non-qualified funds over to their businesses through a transfer-in-kind, multi-year strategy.

          Tax-loss harvesting involves selling an investment at a loss in order to offset the taxes resulting from a capital gain. It is not considered tax advice and you are encouraged to consult with your personal tax advisor for such services.

          Investment strategies for helping align clients’’ money with their values.

          Simplicity Wealth’s Environmental, Social and Corporate Governance (ESG) and Socially Responsible Investing (SRI) overlay screens offer a comprehensive suite of resources that combine investment intelligence with social awareness – all integrated within the investment platform, helping investors align money with their values.

          Stock screener provided by Sustainalytics, a Morningstar subsidiary.

          03

          Communicate Progress

          Our Commitment to You

          We strive to provide clarity regarding your income strategy through regular reporting, proactive outreach, and consistent availability of our team throughout our professional relationship.

          We A.C.T. to communicate progress on your portfolio.

          A

          Accessible

          Accessible

          We understand the importance of being available to you when questions or concerns arise. We will return your phone call or email within 1-2 business days and if the issue is still not resolved, we will schedule a meeting with you at the earliest time possible.

          C

          Consistent

          Consistent

          Together we will determine your communication preferences and frequency so that we can be sure to communicate progress on your investments, schedule reviews, as well as provide you with critical market updates throughout the year.

          T

          Transparent

          Transparent

          You will have a secure login to your client portal that will allow you to view your entire financial landscape in one location on any online device. Through this portal you will be able to view your accounts and access financial tools, performance reports, balance sheets, key documents and more.

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