Durham, NC Office
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Integrated Wealthcare, LLC
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About
Integrated WealthCare, LLC primarily serves physicians and other medical professionals as well as individual and high‑net‑worth clients, offering discretionary portfolio management, financial planning, retirement plan management, consulting, and a specialized fractional controller service for independent contractors. Services are provided on a non‑wrap basis and the firm may implement third‑party money managers and a third‑party cash‑management program for client accounts.
The firm builds client portfolios from documented risk assessments and an Investment Policy Statement, exercising discretionary authority to implement model portfolios that are rebalanced at least quarterly. Integrated WealthCare combines fundamental, technical and cyclical analysis with proprietary quantitative targets and uses third‑party AI tools as decision‑support, while monitoring third‑party managers and providing performance reports to clients.
What distinguishes the firm from many peers is its broader operational offering — notably the fractional controller business and its referral of a third‑party cash‑management solution — plus its practice of disclosing and reporting investment performance to prospective and existing clients. The ADV also discloses minority external ownership ties to private placements and describes procedures to disclose those conflicts and make participation in affiliated offerings optional for clients.
Based on Integrated Wealthcare, LLC
Expertise
Based on Integrated Wealthcare, LLC
Occupation focus
Based on Integrated Wealthcare, LLC
Location
3100 Tower Blvd, Ste 1660
Durham NC 27707-6323
Advisors at this office
2
Advisors at this office
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.
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.
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