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Tracy Williams, CFP^{^®}

Chief Operating Officer

Bio coming soon!

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Phone: 330.896.1644
Email: [email protected]

Our Location

1790 Town Park Blvd., Suite K
Uniontown, OH 44685

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Investment Advisory Services are offered through Integrated Wealth Management, Inc., an SEC registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions. Please remember that securities cannot be purchased, sold or traded via email or voice message system. Likewise, insurance coverage cannot be bound, altered, or cancelled via email or a voice message system. Please do not send confidential information over email, as it is not a secure communication method. If you have any questions, please contact our office directly.

Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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