Your question: What investment strategies work best for high-income medical professionals?

Answer:

Physicians often reach high earning potential quickly, but with limited time to manage their finances. Their investment plans must account for tax exposure, limited employer retirement options, and long-term career demands.

We build tax-aware, low-cost portfolios that take advantage of all available deferral strategies, including 401(k)s, Backdoor Roth IRAs, HSAs, and Defined Benefit Plans for practice owners. For specialists or surgeons with higher risk tolerance and longer income runway, we may also integrate private market exposure or structured notes. Every strategy is coordinated with your cash flow, family obligations, and liability risks.

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