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.
Debbie has over 12 years of experience in the banking and financial services field. She is responsible for the transition of all new accounts and handles various money movements for each of our clients. Debbie provides direct administrative service to our clients regarding their accounts and assists our Investment Advisors in the development of account reviews and reporting.
Julie is a graduate of the University of Mount Union and has 9 years of outstanding customer service experience. She is responsible for preparing all Financial paperwork and tracking Business workflow. She also works with our Investment Advisors to ensure systems and procedures are within compliance.
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 is dedicated to building caring relationships through exemplary service.
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.
Request our Retirement Kit that addresses several topics you should consider when planning your retirement.