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.
Around The Table
Around the Table is a video series hosted by our managing director, Shayne Ruffing, where he interviews individuals who have unique and innovative financial perspectives.
