Network·Family Office

Integrated Wealth Management, INC.

Unclaimed

📍 UNIONTOWN, OH

Family Officehealthcare
iwmgameplan.com/

SEC CRD #801-128851

About

Integrated Wealth Management - financial advisor near me in Uniontown, OH Skip to content Client Login MENU Home Our Team High Net Worth Our Solutions Events Contact Us MENU Home Our Team High Net Worth Our Solutions Events Contact Us BELIEVE YOU CAN. KNOW YOU WILL. Your best days aren't behind you-they're ahead. At Integrated Wealth Management we help you take control of your financial future with personalized strategies designed to protect and grow your hard-earned money. With a clear plan in place. you can move forward with confidence-believing you can and knowing you will. CONTACT US OUR GOAL IS TO EMPOWER YOU TO BELIEVE. Believe in the life you've built. Believe that your best days are still ahead. Because when you have confidence in your future, you don't just hope-you know you will achieve what you set out to do. WHO WE HELP We retired last year, and it's been great. But we're curious whether our income plan could be more tax-efficient—especially in the years to come. Sound familiar? CONTACT US Our three-step proprietary retirement planning process is designed to uncover your past, present and future. With the Believe You Can Gameplan™, you'll gain the clarity and confidence to look back with pride, look forward with excitement and redefine what retirement can truly mean for you. Learn More Step 1 BELIEVE Meet with a member of our team so we con discuss the goals and dreams you're believing in for retirement. Step 2 BUILD Analysis of your current portfolio to help you

Key Contact

SS

STEPHEN STANTON JACKSON

CHIEF COMPLIANCE OFFICER

📞 (330) 896-1644

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Geographic Focus

uniontown, oh

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AUM

$254M

Location

UNIONTOWN, OH

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