Integrated Wealthcare
Financial Advising
Why pick this one
Integrated Wealthcare serves medical professionals in all 50 states with physician-tailored planning and a stated 100% fiduciary standard of care.
Best for
- Attending physicians managing lifestyle inflation, benefits, investments, and student debt
- Medical residents and fellows building an initial financial plan
- Medical practice owners needing entity, tax, compensation, benefits, or succession planning
- Physicians seeking integrated retirement, investment, tax, insurance, and estate planning
- Qualified medical professionals interested in alternative investment strategies
Look elsewhere if
- People seeking general-purpose financial advising unrelated to medicine
- Clients needing a service outside financial planning, investment management, tax, insurance, or estate planning
Specialties
- Physician-tailored retirement planning
- Investment management
- Integrated tax planning
- Life and disability insurance planning
- Legacy and estate planning
- Medical practice entity and tax strategy
- Owner compensation and benefit planning
- Practice succession planning
- Student debt elimination and real estate management
- Alternative investments for qualified clients
What makes them different
- Focused on physicians and medical professionals
- Has served 2,000 medical professionals
- Reports more than $180 million in assets under management
- States a 100% fiduciary standard of care
- Can serve clients in all 50 states
- Years in business
- 20
- Serves
- Durham, Raleigh, Newtown, Atlanta, Winter Park, Kailua Kona
Distilled from this business's own website.
Contact & Location
- Address
- 3100 Tower Blvd Ste 1660, Durham, NC 27707-2575
- Phone
- 18666946292
- Website
- https://www.iwcglobal.net
- admin@iwcglobal.net
Services
- Financial planning
- Retirement planning
- Investment management
- Tax planning
- Insurance planning
- Estate planning
- Legacy planning
- Employee benefit planning
- Practice-owner financial planning
- Succession planning