Integrated Wealth Management
1790 Town Park Boulevard, Uniontown, OH 44685
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 1:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Integrated Wealth Management is a finance institution located at 1790 Town Park Boulevard in Uniontown, Ohio, United States. We believe that retirement planning is more than just managing investments - it's about understanding your financial situation and giving you confidence and clarity about your future.
By scheduling a complimentary meeting with us, you can discover what your ideal retirement looks like. We use our IWM Five-Step Retirement Game Plan to analyze your current financial status and determine your retirement needs. You will receive a personalized strategy to help you reach your unique retirement goals.
Inflation can have a significant impact on your retirement savings, which is why we offer a guide to help you understand and plan for it. You can also take advantage of the Social Security Administration's online calculators to estimate your future benefit amounts.
We host informational seminars on retirement income strategies and wealth management to help you learn more about planning for your future. If you're interested in getting a clear plan and vision for your retirement, schedule a meeting with us or register to attend one of our seminars.
Integrated Wealth Management, Inc. is a SEC Registered Investment Advisor that offers investment advisory services. Please note that investing involves risk and no investment strategy can guarantee a profit. Any references to protection benefits or steady income streams on this website only apply to fixed insurance products, not securities. Annuity guarantees are backed by the issuing insurance company's financial strength.
The information provided on this website is for informational purposes only and should not be used as the sole basis for financial decisions. It is not intended as personalized advice for individual situations.
Reviews
"My husband and I have worked with Ed, Ben, Stephen and Tracy for several years. They have always treated us respectfully and warmly, and have conscientiously worked with us to create a strong retirement plan. We trust them and like working with them on this critical component of our future."
"Family...that's what IWM is. FAMILY. We felt like that from the moment we met them all. They genuinely care about their clients and treat everyone like family. You can't go wrong working with them. We never connected with any firm we spoke to, until them. Then it all clicked. Meet with them, you won't regret it."
"Ed, Ben and their crew are the BEST! They truly care about your future. They are very knowledgeable, honest, friendly and easy to work with. Do not hesitate to partner with them with your investments!"
""Integrated" is a very appropriate description of IWM. They reviewed all my financial positions to ensure there were no holes in my plan. Very comfortable with them as my team."
"I have been with Integrated Wealth for over 10 years. I cannot say enough good things about the staff and esp Ed Grosko. We moved to Florida 3 1/2 years ago and while in town came in for a check up on our finances. There is no one I would trust my retirement money with but Ed and team. Their integrity and knowledge is top notch but the caring and personal concern of Ed, Ben, Steve and all the gals is what makes the biggest difference."
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