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VerifiedFinancial Services· Founded 1973

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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HeadquartersUniontown, United StatesEmployees12(1 to 10)Annual revenue<$1MFounded year1973Websiteiwmgameplan.comLinkedIn profileLinkedIn

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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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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