Collaborative Wealth Management for the Medical Community.

YEARS

20+ years of experience
and knowledge

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PHYSICIANS

Serving over 1200
physicians across
the United States

⬤

STATES

Serving clients in 48
of the 50 US States

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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 inform, educate, and advise physicians through each stage of their career in three critical areas of wealth management: Insurance, Financial Organization, and Investments.

With our 20+ years of collaborative experience,
we take care of you on your journey so you can take care of them on theirs.

THE INTEGRATED WEALTHCARE DIFFERENCE

We invite you to take a look around and learn about all that sets the IWC experience apart from the rest.

Below you will learn about our innovative approach, the type of experience we deliver as you move through all the stages of your medical career, and a team of professionals here to support you.

INNOVATION

Innovation is at the core of
our approach and what sets us
apart from the rest.

THE JOURNEY

We support you through every stage
of your medical career from
medical school to retirement.

OUR TEAM

A full-service team of
experienced professionals.

OUR PARTNERS

Collaborative partnerships
within the medical industry.

INNOVATIVE SOLUTIONS
SECURE YOUR BEST FUTURE

SOLUTIONS TO SUPPORT YOU
THROUGH EVERY STAGE OF YOUR MEDICAL CAREER

If you’re in medicine, you know a medical career is one of established stages with different needs. Every stage, from the time you enter medical school, requires specialized money management. We know and understand your career path and we have guided thousands of physicians in achieving personal financial success.