3211 Shannon Road
If you're in medicine, you're not like everyone else. Every stage in your career, from the time you enter medical school, requires specialized money management. At Integrated WealthCare, we guide our clients through each phase of your career. We inform, educate, and advise physicians in three critical areas of wealth management: Insurance, Financial Planning, and Investments. Our two decades of collaborative experience allows us to take care of you while you take care of them.
How We Serve You
Protecting your health and financial wellbeing is foundational to successful wealth accumulation. We represent clients in analyzing and acquiring appropriate insurance protection.
As fiduciaries, we have an obligation to deal fairly and act in your best interest. Our discretionary investment services are customized and transparent in design and fee structure.
Our Confident Transition Plan™ provides you with 22 years of wisdom and insight in to the optimal path from training, in to practice.
Becoming an independent contractor is the creation of a small business. Our comprehensive solution puts you in control of all the variables, from the first paycheck.
The Physicians Financial Navigator is our proprietary roadmap of the five financial phases that physicians go through during the course of their medical career. We use the Navigator to identify financial concepts that are appropriate for your stage in your career. Providing a sense of perspective, the Physicians Financial Navigator allows you to focus on the priorities that you have today, identify any missed opportunities of the past and develop a timeline for future financial strategies.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."