About IWC
Since 2006, we’ve been helping physicians and medical professionals build clarity, confidence, and peace of mind in their financial lives.
Our why
At Integrated WealthCare, we believe that physicians deserve financial guidance as dedicated and personalized as the care they provide for their patients.
Your story, your goals, and your family are the primary drivers for us in crafting a bespoke, personalized financial strategy that gives you peace of mind and complete awareness from the start.
play
Shayne Ruffing, Founder and CEO, on the IWC Mission
2000
Medical Professionals served
180+
Million assets under management
2
Physicians Turned Advisors
100%
Fiduciary Standard of Care
our story
Founded in 2006 in the heart of North Carolina’s booming Research Triangle Park, IWC has sought to provide financial services to the medical community with the utmost level of care and consideration, refining our services through experience and client feedback.
Fall 1997
IWC Founder begins serving the medical community
2006
IWC is incorporated in Durham, NC
2014
IWC Insurance Operations Branch Founded in Newtown, PA
2022
IWC West office is opened in Kona, HI
2025
IWC continues to implement modern technology solutions, including AI, to enhance the client service experience.
As the practice of medicine has evolved and shifted, we have grown with it. We agree that prevention is the best medicine. By forecasting ahead for your career, managing your student debt, and building out your future for yourself and your loved ones, together we can design a more prosperous, peaceful life.
Local roots
Growing global
IWC EAST
IWC WEST
IWC SOUTH
Raleigh
office
Atlanta
office
Newtown
office
north carolina
1997
IWC east
Durham, NC
IWC west
Kona, HI
IWC South
Winter Park, FL
satellite offices
Raleigh, NC
Newtown, PA
Atlanta, GA
IWC can proudly serve all 50 states - proof that proper care knows no borders.
meet the team
Care Begins with Connection
Our Affiliates
IWC is proud to partner with GeoWealth, a leading TAMP provider, to deliver robust investment research and technology solutions. This strategic alliance enhances our ability to provide comprehensive financial planning.
Jennifer Wing
MBA — SVP, Chief Investment Officer and Head of Investment Solutions
Rob Gee
CFA® — Senior Portfolio Manager
Financial care is not about products.
It’s about people. It’s about listening. And it’s about building a future worth living.
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