Annex Wealth Management works with physicians and dentists with high income, a late start on saving, student debt and often a practice to think about. The questions are specific, and so are the answers.
What we usually help with
- Saving aggressively after a late start
- Student loans versus investing
- Backdoor Roth contributions
- Disability and malpractice coverage
- Practice ownership and buy-in decisions
How Annex Wealth Management works with physicians and dentists
We start with your documents and your timeline, then put recommendations in writing so you can see the trade-offs. Implementation and reviews follow the same plan.
Related services: Financial planning for doctors, Physician student loan planning, Cash balance plans for physicians.
This material is general information only and does not constitute investment, tax or legal advice tailored to your circumstances. Investing involves risk, including possible loss of principal. Before acting on any information here, speak with a financial advisor, tax professional or attorney about your specific situation.