ABOUT US
COLLABORATIVE WEALTH MANAGEMENT FOR THE MEDICAL COMMUNITY
OUR FIRM
Integrated WealthCare is a multi-specialty wealth management firm
serving the unique needs of physicians and medical professionals.
Our team has over 20 years of experience
and serves over 1200 physicians in 48 of the 50 US States.
SERVICES
On behalf of our clients, we bring together deep experience in
three critical areas of wealth management:
Investment Advisory
Disability and Life Insurance
Financial Planning
Quality information and innovative solutions lead 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 money.
OUR FIDUCIARY STANDARD
Integrated WealthCare is an 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 schedules 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.
