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Our Story



As individual client needs dictate, we provide a seamless transition of professionals and services to meet your specific financial objectives.

Integrated WealthCare is a multi-specialty wealth management firm, serving the unique needs of physicians and medical professionals. On behalf of our clients, we bring together deep experience in three critical areas of wealth management:

  • Fiduciary investment advice
  • Unbiased insurance acquisition
  • Fee for service financial planning

As individual client needs dictate, we provide a seamless transition of professionals and services to meet your specific financial objectives.

From the earliest days of medical school, through the last day in practice, a physician’s financial life is one of transitions. Identifying those transitions in advance illuminates opportunity and mitigates risk.

We have over fifteen years of experience guiding physicians in the development of personal financial success, designing benefit programs for practices and academic medical centers and implementing national financial solutions for medical associations.

Quality Information leads to better decision making. At Integrated WealthCare, we will inform, educate and advise you so that you may spend time managing your practice; not your professionals.