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Our Story 

As individual physician needs dictate, we provide a seamless transition of professionals and services to meet your specific financial objectives.

Integrated WealthCare is a multi-specialty wealth management firm serving the unique needs of physicians and medical professionals. On behalf of our clients, we bring together deep experience in three critical areas of wealth management:

  • Fiduciary investment advice
  • Unbiased insurance acquisition
  • Fee for service financial planning

From the earliest days of medical school, through the last day in practice, a physician’s financial life is one of transitions. Identifying those transitions in advance illuminates opportunity and mitigates risk.

Since 1998, the professionals of Integrated WealthCare have been guiding physicians in the development of personal financial success, designing benefit programs for practices and academic medical centers and implementing national financial solutions for medical associations.

Quality Information leads to better decision making. At Integrated WealthCare, we will inform, educate and advise you so that you may spend time managing your practice; not your professionals.

Client Centered

Integrated WealthCare is a SEC Registered Investment Advisory Firm (RIA). The investment advisors of Integrated WealthCare are compensated based on clear, written financial agreements that disclose our services, fee schedule and any known conflicts of interest.

Our Investment Advisory Agreements and Wealth Management Agreements are built on the Fiduciary Standard, a standard of care established out of the Investment Advisors Act of 1940. Under this standard, our fiduciary investment advisors are required to act in the best interest of their clients.

As your advisor, our objective is to provide you with guidance and advice that reduces risk and increases wealth. When you succeed, we succeed.