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Wealth Management 

Regardless of specialty, the practice of medicine is a constantly evolving dynamic, balancing patient care and outcomes, credentialing and compliance, mergers and administration. Your family and your finances can be forced to take a back seat, if you become captivated in the drive to perform.

Since 1998, the advisors and affiliates of Integrated WealthCare have been working to articulate, develop and measure financial solutions for busy medical professionals.

Through our proven process, we seek to:

  • Understand your practice, goals and tolerance for risk
  • Design comprehensive solutions involving financial, tax and legal integration
  • Take ownership of implementation for all desired objectives
  • Establish guidelines for measuring and reporting on actual results

Successful, sustainable practices often have physician CEO’s, but invariably find industry Chief Financial Officer and Chief Operating Officer positions to achieve exponential results. Our goal is to function as the personal CFO and COO for you, your family and your future.

 The Complete Contractor Solution

The Complete Contractor Solution is a comprehensive suite of services for the independent contractor physician.

Through direct and introduced relationships, we will assist in establishing your business structure, analyze your cash needs, recommend appropriate banking and retirement planning solutions, assist in mitigating income taxes and maintain your books and records. The CSS is designed to maximize growth opportunities and mitigate risk through comprehensive financial guidance.

Your financial data is securely monitored in real time via a personalized Integrated WealthCare portal, as well as online accounting software.