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John G

ChFC®

Kona, HI

Integrated Wealthcare, LLC

John Gallagher is a ChFC® credentialed advisor with Integrated Wealthcare, LLC, where he has worked since 2023. He has one year of financial advisory experience and concurrently practices emergency medicine with Hawaii Emergency Physicians Associated. Integrated Wealthcare is an SEC-registered wealth management firm that primarily serves physicians and medical professionals, alongside high-net-worth individuals, families, business owners, and retirement plans. The firm offers discretionary portfolio management and financial planning, utilizing documented risk assessments and globally diversified model portfolios with regular rebalancing.

Long-term care insurance Disability insurance Life insurance needs analysis Retirement plans for business owners (SEP, solo 401k) Business Financial Management Doctor or Medical Professional Founder/Business Owner Independent Contractor Established Professionals
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August P

Series 65

Durham, NC

Integrated Wealthcare, LLC

August Pye is a financial advisor with Integrated WealthCare, LLC and holds a Series 65 designation. He has been with Integrated WealthCare since 2024 and has prior experience with Home Tax Solutions LLC and involvement with the YMCA of the Triangle at Camp Sea Gull. Outside of his advisory role, he is a licensed insurance agent. Integrated WealthCare is an SEC-registered wealth management firm that primarily serves physicians and medical professionals, as well as high-net-worth individuals, families, business owners, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory, using documented risk assessments and client-specific Investment Policy Statements to implement globally diversified portfolios.

Long-term care insurance Disability insurance Life insurance needs analysis Retirement plans for business owners (SEP, solo 401k) Business Financial Management Doctor or Medical Professional Founder/Business Owner Independent Contractor Established Professionals
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Michael R

ChFC®, Series 63, Series 65

Durham, NC

Integrated Wealthcare, LLC

Michael Ruffing is a financial advisor with Integrated WealthCare, LLC in Durham, NC, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including nine years at Capital Wealth Management, Inc. and Triad Advisors, Inc. He hosts a financial podcast and serves on the industry advisory council for the Society for Academic Emergency Medicine. Integrated WealthCare is an SEC-registered wealth management firm that primarily serves physicians and medical professionals, as well as high-net-worth individuals, families, business owners, and retirement plans. The firm offers discretionary portfolio management and financial planning, utilizing documented risk assessments and globally diversified model portfolios with a combination of fundamental, technical, and cyclical analysis.

Long-term care insurance Disability insurance Life insurance needs analysis Retirement plans for business owners (SEP, solo 401k) Business Financial Management Doctor or Medical Professional Founder/Business Owner Independent Contractor Established Professionals
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