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

Antonio Santoro

Director of Client Services & Concierge Program Liaison
(866)694-6292 x100
antonio@iwcglobal.net

GeoWealth

GeoWealth 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, GeoWealth provides our clients with integrated portfolio construction, trading, account administration, billing, and account reconciliation.

Our investment team includes:

Patrick Krulik, CFA

Chief Investment Officer- GeoWealth

jen wing

SVP, Head of Investment Solutions