Integrated Wealth Management Inc
Integrated Wealth Management Inc. is in the business of designing innovative strategies for business owners and professionals. With the help of our great clients Integrated Wealth Management, Inc. has recognized the challenges facing every busy person who desires to be financially proficient. As a result we have learned that people want simple, clear and effective strategies that will work under almost any economic or business environment. We developed the “Integrated Process” and the “Success Blueprint,” to help clients identify "dangers, opportunities and strengths" in their business and personal lives. We specialize in helping clients integrate, grow and protect their resources for the "second-half" of their lives which many call "retirement". Retirement should be the exciting,"second-half" of significance and legacy.
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Verified contacts
7
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
35
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- MK
Michelle Kiefer
Client Service Specialist · Customer/Client Service
EmailPhone - BG
Ben Grosko
Owner President · General Business & Management
EmailPhone - SJ
Stephen Jackson
Director of Client Planning and Implementation · Other
EmailPhone - EH
Ethan Hawkins
Advisory Solutions · General Business & Management
EmailPhone - ME
Megan Early
Director of Events & First Impressions · Other
EmailPhone
Showing 5 of 7 verified contacts
Top roles at Integrated Wealth Management Inc
6 distinct titles indexed · top 6 shown.
- 1advisory solutions
- 1client service specialist
- 1director of advisory solutions
- 1director of client planning and implementation
- 1director of events & first impressions
- 1owner president
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