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.

Just a reminder that Integrated Wealth will be closed today for our annual team summer picnic. We will reopen for regula...
08/06/2026

Just a reminder that Integrated Wealth will be closed today for our annual team summer picnic. We will reopen for regular hours tomorrow - Friday AUgust 7th.

07/15/2026

Update: the office will be closed the remainder of the day. Our team is working remote at home and is available by email. We apologize for the inconvenience!

Our office just lost power - and we currently have no phone or internet. We will update as updates for us become available.

Happy Birthday to our fearless leader! If you see Ben today, be sure to wish him a Happy Birthday!
07/14/2026

Happy Birthday to our fearless leader! If you see Ben today, be sure to wish him a Happy Birthday!

Help us wish Brandon a Happy Birthday today!
07/13/2026

Help us wish Brandon a Happy Birthday today!

Happy 250th Birthday America! To allow our team to spend an extra day with their families - the IWM office will be CLOSE...
07/03/2026

Happy 250th Birthday America!

To allow our team to spend an extra day with their families - the IWM office will be CLOSED today, Friday July 3rd. We hope you have a safe and enjoyable holiday weekend. God Bless the USA!

It’s an iced coffee kind of day.  & Grace Coffee company
07/01/2026

It’s an iced coffee kind of day. & Grace Coffee company

Did you catch Stephen's latest YouTube series on Traditional vs Roth IRAs? Part 1 is out now - check it out below!
06/24/2026

Did you catch Stephen's latest YouTube series on Traditional vs Roth IRAs? Part 1 is out now - check it out below!

Happy Birthday Alex! We hope today is the best birthday yet. Grateful for you and all you do for our team and clients!
06/17/2026

Happy Birthday Alex! We hope today is the best birthday yet. Grateful for you and all you do for our team and clients!

Check out Stephen's latest YouTube video: Ways to Safely Grow Your Assets in Retirement. View this one and other videos ...
06/09/2026

Check out Stephen's latest YouTube video: Ways to Safely Grow Your Assets in Retirement. View this one and other videos on the Integrated Wealth YouTube Channel

This is the 3rde video in Integrated Wealth's series about Safety, ...

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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