This is our story, we look forward to hearing yours. At Integrated Wealth Management, Inc., our sole focus is YOU.
Edward Grosko is the president of Integrated Wealth Management, Inc. He has over 40 years in the financial services industry.
Ed holds a Bachelor of Science degree from the University of Akron. He is a Chartered Financial Consultant and an Investment Advisor Representative.
Ed’s focus is personal financial engineering, business planning and estate planning. His clientele includes business owners, entrepreneurs and professionals. No matter who he works with, Ed seeks to understand his clients and works diligently to provide effective solutions for them. He often works in conjunction with his clients’ other professional advisors such as attorneys and accountants, acting as a catalyst to develop strategies that help the client to maximize his or her financial position.
Ed resides in Green, Ohio, with his wife, Joanne. He has three children, including two sons who are in the financial industry, as well as a Labradoodle named Tucker.Ed and his wife Joanne have eight awesome grandchildren.
Benjamin Grosko is a Partner and Financial Advisor with Integrated Wealth Management Inc. He holds a Bachelor of Business Administration degree in Finance from Kent State University. Ben is an Investment Advisor Representative and is also licensed in multiple states for life and health insurance and annuities.
Benjamin specializes in working directly with pre-retirees and the “Baby Boomer” generation, and helps them develop strategies that create secure, lifetime income and protect family wealth. In addition, he counsels his clients concerning the best approach for their Social Security and Medicare insurance options. He has been regarded as an expert regarding today’s Medicare and medical insurance choices.
Ben and his wife, Kristie, have two children, Lincoln and Allie. Ben loves spending time with his family and friends. He is very active in physical fitness and enjoys recreational activities, golf and basketball.
Michael Koly has more than 25 successful years in serving and planning for his clients and has been with Integrated Wealth Management for 11 years. While he delivers sound financial stewardship and economic development, he also walks his clients through a unique process while creating wealth.
Michael has a Bachelor’s degree in business from Kent State University. He participates in many retirement, business, and estate planning seminars while also continuing his education and training.Michael’s volunteer activities include serving as chairman of the Camp Y-Noah board, chairman of Partners with Youth Campaign, executive board director of Abstinence The Better Choice (ABC), Akron Tax and Estate Planning Council member, and is a member of St. Luke’s Worship Arts Committee. Both he and his wife Nancy grew up in Akron, Ohio, and currently reside in Norton. Michael enjoys traveling, antiquing, golfing, hiking, and spending time with friends and family.
Tracy comes with 12 years of experience advocating for people and coordinating programs and events that make a difference. She manages the day to day operations which includes extensive contact with our clients and scheduling appointments. She handles direct administrative service and money movements for our clients’ accounts. She is dedicated to building caring relationships through exemplary service.
Megan has 5 years of banking and customer service experience. She enjoys serving others and always has the client in mind. She is responsible for preparing all New Business paperwork, communication updates and tracking Business workflow. She also works with our Investment Advisors to ensure systems and procedures are within compliance.
Michelle has a background in sourcing and procurement for the financial industry. She brings with her over 10 years of customer service. She works closely with Michael Koly and tends to his financial paperwork, tracking, client engagement and other administrative services.
To schedule a time to discuss a financial strategy that fits your goals, contact us at firstname.lastname@example.org or call us at (330) 896-1644 today!
We are a Registered Investment Advisory Firm helping individuals create retirement strategies to custom suit their needs and objectives.
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