THE IWC TEAM
YOUR WEALTH BUILDING PARTNERS
The Integrated WealthCare team is composed of professionals directly involved in the firm, as well as outside specialists with whom we affiliate. Through our unique and collaborative model, we are able to design comprehensive financial solutions that coordinate all aspects of a physician’s financial life. Our professionals collaborate for your benefit, rather than compete for your interests.
Integrated WealthCare Team
Director of Client Services & Concierge Program Liaison
First Ascent Asset Management Partners
First Ascent Asset Management is a partner of Integrated WealthCare, providing back-office support for our investment advisory clients. A completely independent team of chartered financial analysts, operations specialists and financial analysts, First Ascent provides our clients with integrated portfolio construction, trading, account administration, billing, and account reconciliation.
Our investment team includes:
Independent Investment Committee
We are pleased to harness the experience and insight of this team for the benefit of our clients.
Please refer to First Ascent’s ADV for more detailed information.