Network·Family Office
📍 DURHAM, NC
SEC CRD #801-121522
Integrated Wealthcare — Wealth Management for Medical Community H ealthcare starts here. Menu home Solutions About Contact Personalized Web Portal Members Area Integrated Wealthcare Collaborative Wealth Management for the Medical Community scroll down Comprehensive wealth planning is a complex system, each part relies on the other to build an overall picture of financial health... that ensures you and your loved ones can enjoy your success for years to come. As a medical professional, you’ve dedicated your life to others - often working long hours, making high-stakes decisions, and shouldering a profound responsibility. You operate with discipline, empathy, and precision. But in a profession that demands everything, who’s ensuring your financial life is treated with the same care you offer your patients? The IWC approach is built on fiduciary care, education, and long-term partnership - because your finances deserve the same attention you give to others. You’ve taken care of countless others. It’s time someone returned the favor. 1/3 Our services 01 Retirement Planning : The Long Game for Lifesavers We help physicians retire not just comfortably, but with confidence. Through comprehensive, physician-tailored financial planning, we work with you to build a sustainable path toward financial independence, so that when it’s time to hang up the white coat, you do so with peace of mind and lasting security. 02 Investment Management: A Systematic Approach to Wealth Your investments
M. SHAYNE RUFFING
CHIEF COMPLIANCE OFFICER
📞 (866) 694-6292
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AUM
$218M
Check Size
$2.0B–$2.0B
Location
DURHAM, NC
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