Integrated Wealth Management

Integrated Wealth Management IWM brings all the pieces of the retirement puzzle together — Income, Investment, Tax Minimization, Health Care, and Legacy Planning.

IWM provides you with a well-crafted, clear plan so that you can retire with confidence. Integrated Wealth is a financial planning firm located in Green and serving the Akron/Canton area. We believe our client's best days are ahead in retirement. We work with you to create a holistic reitrement plan that is based on your wants and needs - not a cookie cutter approach. We believe that retirement in

volves income, tax, investment, legacy and health care planning. We take the stress out of your retirement so you can spend this next chapter doing what is most important to you. Integrated Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a qualified legal and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future
performance.

To Our Integrated Wealth Family, Whether you consider yourself a friend, family or client of IWM - we want to share that...
04/10/2026

To Our Integrated Wealth Family,

Whether you consider yourself a friend, family or client of IWM - we want to share that we lost one of our own earlier this week. It is with broken hearts that we share with you that Michael Koly went home to be with his Lord and Savior on April 7th.

We know as our team grieves that you grieve alongside us. Whether you knew him personally, worked with him as your advisor or met him at events - Michael's goal was always to form a relationship with everyone he met. He greeted you with a hug or handshake, an offer of snacks and hot coffee and he walked you out to the car before saying goodbye. He loved celebrating milestones with you. But most importantly - Michael prayed with you when you needed it and always kept "his people" in his prayers too.

While we find comfort in knowing he has made his eternal home with the Lord - we ask that you keep his bride, Nancy, and his family and friends in your prayers during this time.

Psalm 105:4

Our team has attempted to reach out to all of Michael's clients personally throughout the week to share with you in advance of this message. If we were unable to make contact with you - we apologize. Please do not hesitate to call the office if you have questions - or just need to chat and reminisce. We are here to support you in any way we can.

Michael's funeral arrangements are being handled by Billow Funeral Home. Calling hours will be held Friday April 17th from 4-7:00 pm at St. Luke's Church in Copley. Funeral services will also be held at St. Luke's Church on Saturday April 18th at 11 am.

Congratulations to Scott!! He is now officially RETIRED! Grateful to celebrate him and guide him in this next chapter.
04/06/2026

Congratulations to Scott!! He is now officially RETIRED! Grateful to celebrate him and guide him in this next chapter.

We have TWO birthdays to celebrate today! Happy birthday Michelle & Ethan! We hope you both enjoy your special day!
03/22/2026

We have TWO birthdays to celebrate today! Happy birthday Michelle & Ethan! We hope you both enjoy your special day!

Did you catch Ben & Stephen's Market Update? Check it out on our YouTube Channel!
03/11/2026

Did you catch Ben & Stephen's Market Update? Check it out on our YouTube Channel!

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

If you see Stephen today - help us wish him a Happy Birthday! We hope you enjoy your special day!
03/10/2026

If you see Stephen today - help us wish him a Happy Birthday! We hope you enjoy your special day!

If you talk to Tracy today - be sure to wish her a HAPPY BIRTHDAY! We hope she has a great day full of warm rays of suns...
02/03/2026

If you talk to Tracy today - be sure to wish her a HAPPY BIRTHDAY! We hope she has a great day full of warm rays of sunshine today!

You may have heard the good news that we welcomed Brandon to our IWM Team at the beginning of 2026!Brandon has spent the...
01/27/2026

You may have heard the good news that we welcomed Brandon to our IWM Team at the beginning of 2026!

Brandon has spent the last 14 years working in finance - the last 3 as an advisor at Edward Jones. He grew up right here in Green but lives in Wadsworth now. When he's not meeting with clients he can be found cheering his daughters on the sports field with his wife, Lyndi.

Help us give Brandon a warm welcome! We are are so excited to have him on our team and we know you're going to love working with him too!

01/26/2026
If you see Kailey today - be sure to wish her a Happy Birthday! We are so thankful to have her on our team. Hope you hav...
01/15/2026

If you see Kailey today - be sure to wish her a Happy Birthday! We are so thankful to have her on our team.

Hope you have the best day today!

Fridays are FriendsDays at IWM!You're invited to join our team for Markets & Mimosas. Share this post with your friends ...
01/14/2026

Fridays are FriendsDays at IWM!

You're invited to join our team for Markets & Mimosas. Share this post with your friends and invite them to join us too! Email Megan to register.

Address

1790 Town Park Boulevard Suite K
Uniontown, OH
44685

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 1pm

Telephone

+13308961644

Alerts

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