Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Meet The Team

The team behind Integrated Wealth Management is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

Ed 2021

Edward M. Grosko, ChFC President and Founder
Investment Advisor Representative

330-896-1644 x 103
Using his 40-plus years in the financial services industry, Ed seeks to understand his clients and work diligently to provide effective solutions.

Ed works in conjunction with his clients’ other professional advisors, such as attorneys and accountants, to develop strategies that help the client to maximize his or her financial position.

Ed holds a bachelor’s degree from the University of Akron. He is a Chartered Financial Consultant and an Investment Adviser Representative. He has been featured on WAKR 1590's Saturday morning radio show, Retirement Game Changer. Ed has also published his article 6 Retirement Killers to Avoid at all Costs for in April 2021.

He resides in Green, Ohio, with his wife, Joanne. They have three children, including two sons who are in the financial industry, eight awesome grandchildren and a Labradoodle named Tucker.

Ben 2021

Benjamin D. Grosko Partner, Investment Advisor Representative

330-896-1644 x 109

Ben specializes in helping pre-retirees and the baby boomers develop strategies that create secure lifetime income and protect family wealth. Additionally, he counsels his clients concerning the best approach for their Social Security and Medicare insurance options. He is  regarded as a leading resource for Medicare and medical insurance choices.

Benjamin has a bachelor’s in finance from Kent State University. He is an Investment Adviser Representative and licensed in multiple states for life and health insurance and annuities. Ben has been featured on WAKR 1590's Saturday morning radio show, Retirement Game Changer. He has also published his article Are You Hitting the Green with Retirement for and been featured on ABC Newsnet 5 Cleveland. 

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 like golf and basketball.

Michael R. Koly, RICP, NSSA

Investment Advisor Representative

Tracy Williams

Director of Client Services & Operations

Michelle Kiefer

Client Services

Stephen Jackson

Director of Client Planning and Implementation

Megan Early

Director of Events and First Impressions

Alex Barnes

Client Service Specialist

Ready to Take
The Next Step?

For more information about how we can provide a clear plan and vision of your retirement, schedule a meeting today or register to attend a seminar.

Or give us a call at 330.896.1644.