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Collaborative Wealth Management for the Medical Community.

YEARS

20+ years of experience
and knowledge

⬤

PHYSICIANS

Serving over 1200
physicians across
the United States

⬤

STATES

Serving clients in 48
of the 50 US States

⬤
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.

Let us guide you through every step of your journey

HOW WE SERVE YOU

INSURANCE

INVESTMENT
ADVISORY

FINANCIAL
PLANNING

THE CONFIDENT
TRANSITION PLAN™

THE COMPLETE
CONTRACTOR SOLUTION

LEARN MORE

INSIGHT FROM THE EXPERTS

Our team shares news and industry-related insights through our video series, blog, and speaking engagements.

AROUND THE TABLE
VIDEO SERIES

A video series hosted by our managing director, Shayne Ruffing where he interviews individuals who have unique and innovative financial perspectives.

SEE MORE
SEE MORE
It’s Never Too Early

It’s Never Too Early

NEWS & INSIGHTS

Industry insight gained from 20+ years of supporting physicians in wealth management.

SEE MORE

EVENTS

Come meet our team and learn more about Innovation in Wealth Management for physicians at the next event.

read more
There are no upcoming events.
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WE TAKE CARE OF YOU THROUGH EVERY STEP OF YOUR JOURNEY
SO YOU CAN TAKE CARE OF THEM THROUGH EVERY STEP OF THEIRS

CONNECT WITH US

If your career path is medicine, you require specialized money management
in the three critical areas of Insurance, Financial Planning, and Investments, and you will need a guide.

schedule your collaboration session
ABOUT

Innovation
The Team
The Journey
Our Partners

 

SOLUTIONS

Attending Physicians
Residents & Fellows
Practice Trustees

NEWS & INSIGHTS

Press
Insights
Video Series
Events

CLIENT ACCESS

Client Portal
Concierge

CONTACT

admin@iwcglobal.net
866.694.6292

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and advisory services offered through Integrated WealthCare, a SEC-Registered Investment Advisor.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and advisory services offered through Integrated WealthCare, a SEC-Registered Investment Advisor.

IWC ADVPrivacy PolicyForm CRS

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