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Integrated WealthCare is a multi-specialty wealth management firm, serving the unique needs of physicians and medical professionals. As individual client needs dictate, we provide a seamless transition of professionals and services to meet your specific financial objectives.

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At Integrated WealthCare, we develop, implement and monitor financial solutions in three critical areas of wealth management for physicians:

  1. Fiduciary Investment Management
  2. Unbiased Insurance Acquisition
  3. Fee Based Financial Planning

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To get to the heart of the matter, Investment managers can be compensated in two ways. They can be compensated as the resulted of a transaction, or they can be compensated via a fee schedule, regardless of any transaction taking place. Advisors who are compensated by a transaction (paid by a vendor) can not operate as a fiduciary.

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