Wealth Management for Physicians & Surgeons
Streamline Your Finances. Safeguard Your Success.
Physicians and surgeons face a unique set of financial challenges — and opportunities. From high tax exposure and student loan burdens to liability risks and complex compensation structures, your wealth deserves a team that understands your world.
At Atlantic Edge Wealth, we provide sophisticated, coordinated financial planning tailored specifically to the needs of medical professionals. Whether you're navigating early-career debt, optimizing high earnings, or planning for early retirement, our job is to simplify your path, align your strategy, and protect your future.
Why Physicians Work With Us
You’ve spent years building your career. We help ensure your financial strategy matches its complexity.
Reduce lifetime tax exposure with proactive, physician-specific strategies
Coordinate your CPA, attorney, and insurance advisors through one central relationship
Protect assets from personal and professional liability
Model early retirement, lifestyle flexibility, or practice exit scenarios
Create a long-term investment plan that works in tandem with your goals
Free your time from financial second-guessing
Our Services for Physicians & Surgeons
Tax Strategy & Income Planning
Backdoor & mega backdoor Roths, 1099 + W-2 integration, deferred comp, HSA strategies, and tax-aware investment planning.
Investment Management
CFA-led portfolios designed for long-term growth, liquidity, and tax efficiency — without unnecessary complexity or product sales.
Debt & Student Loan Planning
Medical school repayment plans, PSLF strategy, refinancing analysis, and prioritization alongside investment goals.
Asset Protection & Risk Management
Umbrella coverage coordination, trust titling, and protection strategies for lawsuit-sensitive careers.
Financial Independence & Retirement Modeling
Scenario planning to support early retirement, career change, or phased clinical transitions.
Estate Planning & Legacy Strategy
Coordinated review of wills, trusts, titling, and multigenerational wealth transfer.
Charitable & Impact Planning
Donor-advised funds, tax-smart gifting, and long-term giving aligned with your values.
Practice & Business Planning
Entity design, succession strategy, and reinvestment planning for practice owners and physician-entrepreneurs.