Integrated WealthCare

Financial Services - Durham, NC, US

Integrated WealthCare Employees
Shayne Ruffing

Owner and Managing Director

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Lori Alvarado

Director of Disability Operations

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Bionica Lewis

Director of Investment Operations

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Tiffany Pratt

Financial Risk Consultant

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Integrated WealthCare Senior Management
Shayne Ruffing

Owner and Managing Director

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Integrated WealthCare Details

Integrated WealthCare, LLC provides collaborative wealth management strategies to the medical community. With teams located in North Carolina, Pennsylvania and Rhode Island, Integrated WealthCare has the staff and knowledge to develop highly specialized risk, asset and estate management programs for our physician clients.Securities offered through Triad Advisors; Member FINRA/SIPC. Investment Advisory Services are offered through Capital Wealth Management, LLC., a registered investment advisor. Capital Wealth Management, LLC and Integrated WealthCare are not affiliated with Triad Advisors.

Integrated WealthCare logo, Integrated WealthCare contact details
Website: iwcglobal.net
Employees: 5 - 9
HQ: 866-694-6292
Location: Durham, NC, US
Revenue: Not Available
Independent Investment Advisory Specialty Specific Disability Insurance Comprehensive Finanancial Planning Practice Benefit Strategies Financial Services Financial Advisory Services
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