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Integrated Wealth Management

Integrated Wealth Management Email Formats

Financial ServicesFlag of USGreen, Ohio, United States1-10 Employees

Integrated Wealth Management Email Formats

Integrated Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@iwmgameplan.com), used 62.5% of the time.

FormatExamplePercentage
{first initial}
j@iwmgameplan.com
62.5%
{first name}
john@iwmgameplan.com
37.5%

Key Contacts at Integrated Wealth Management

Flag of US

Stephen Jackson

Director Of Advisory Solutions

Flag of US

Tracy Williams

Director Of Marketing And Business Development

Flag of US

Megan Early

Director Of Events & First Impressions

Company overview

Headquarters1790 Town Park Blvd., Suite K, Uniontown, Ohio 44685, US
Phone number+13308961644
Website
NAICS52
SIC874
Founded1973
Employees1-10

About Integrated Wealth Management

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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director
Entry

Employees by Department

Integrated Wealth Management has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Integrated Wealth Management has never raised funding before.

Integrated Wealth Management Tech Stack

Discover the technologies and tools that power Integrated Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Astra

Astra

WordPress themes

jQuery

jQuery

JavaScript libraries

Nginx

Nginx

Reverse proxies

PHP

PHP

Programming languages

Open Graph

Open Graph

Miscellaneous

WordPress

WordPress

Blogs

jQuery Migrate

jQuery Migrate

JavaScript libraries

MySQL

MySQL

Databases

Elementor

Elementor

Page builders

RSS

RSS

Miscellaneous

Priority Hints

Priority Hints

Performance

Google Font API

Google Font API

Font scripts

Frequently asked questions

Integrated Wealth Management is located in Green, Ohio, US.
You can reach Integrated Wealth Management at +13308961644.
Integrated Wealth Management was founded in 1973, making it 53 years old. The company has established itself as a significant player in its industry over this time.
Integrated Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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