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.

Shayne Ruffing, founder and CEO of Integrated Wealthcare

Shayne Ruffing, Founder and CEO, on the IWC Mission

2000

Medical Professionals served

⁠180+

Million assets under management

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