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.
Insurance
Protecting your health and financial wellbeing is foundational to successful wealth accumulation. We represent clients in analyzing and acquiring appropriate insurance protection.
Investment Advisory
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.
Financial Planning
Our Confident Transition Plan™ provides you with 22 years of wisdom and insight in to the optimal path from training, in to practice.
The Complete Contractor Solution
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.
Physicians Financial Navigator
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.