Integrated Wealthcare
Collaborative Wealth Management for the Medical Community
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Comprehensive wealth planning is a complex system, each part relies on the other to build an overall picture of financial health... that ensures you and your loved ones can enjoy your success for years to come.
As a medical professional, you’ve dedicated your life to others - often working long hours, making high-stakes decisions, and shouldering a profound responsibility.
You operate with discipline, empathy, and precision.
But in a profession that demands everything, who’s ensuring your financial life is treated with the same care you offer your patients?
The IWC approach is built on fiduciary care, education, and long-term partnership - because your finances deserve the same attention you give to others.
You’ve taken care of countless others. It’s time someone returned the favor.
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Our services
01
Retirement Planning : The Long Game for Lifesavers
We help physicians retire not just comfortably, but with confidence. Through comprehensive, physician-tailored financial planning, we work with you to build a sustainable path toward financial independence, so that when it’s time to hang up the white coat, you do so with peace of mind and lasting security.
02
Investment Management: A Systematic Approach to Wealth
Your investments are connected to every area of your financial life.When one area falters, the whole system feels it.
Our approach is tailored, risk-aware, and built to adapt. We create intelligent portfolios designed to grow your wealth and protect what you’ve already earned. So while you care for others, we help secure your future.
03
Tax Planning: Precision to Minimize the Pain
Every investment carries a cost, too often hidden in taxes.
That’s why we integrate tax strategy into every facet of your financial plan. From timing asset sales to optimizing account structures, our year-round approach is designed to reduce your liability with precision.
With in-house expertise tailored to high-income professionals, we help you retain more of what you earn and direct it toward what matters most.
04
Insurance - Helping you build immunity to uncertainty
You’ve worked tirelessly to build a life of stability and opportunity. But life is unpredictable.
That’s why we integrate carefully selected insurance solutions into your broader financial plan, ensuring you and your loved ones are protected.
We help safeguard your future with life and disability coverage so even in the unexpected, your family remains secure.
05
Legacy & Estate Planning - From Your Future to Theirs
Your life’s work was never just for you.
It’s for those you love.
Whether funding education, protecting your spouse’s future, or building a legacy, we create strategies that grow with your family and reflect your values.
From 529 plans to trusts and wills, we work alongside you and your legal team, to preserve your wealth with clarity and purpose.
Risk can’t be eliminated, but it can be understood, measured, and aligned with YOUR purpose.
That’s where we come in. Beyond ordinary financial advising, we are your long-term wealth protection partners, helping you move forward with clarity and confidence, no matter your situation.
Because for us, financial care isn’t just about growth, its about protecting your ability to care for others, while ensuring you’re cared for in return.
Family First. Always.
Your Story shapes the strategy
We take the time to understand more than just your balance sheet. We get to know your schedule, your stressors, your values and your real life.
The result is a plan that reflects who you are, adapts with you, and stays aligned as your life evolves.
You won’t be handed a strategy and sent on your way. You’ll be guided, advised, and supported through every phase of your professional journey.
