ABOUT IM WEALTH PARTNERSWe are a comprehensive, independent financial services firm founded in 2003, with the goal of redefining the concept of financial planning. We want to bring something that hasn't been brought before. We want our clients to seek us out because they are looking for a comprehensive financial planning experience – a one-stop shop where they can coordinate nearly every aspect of their finances with advisors they can trust. We aim to impact the everyday monetary decisions of our clients, and ultimately enhance their ability to achieve more. We want to thoroughly educate our clients, and bring clarity and track-ability to the financial planning process. We are all about integrity, and in caring for and protecting the human beings who do business with us – not just because they are clients. We hope that the principals we instill will be passed down through the generations, and that IM Wealth Partners will be here to serve your children and your grandchildren. We have the answers. And we want to share them with you. We are a member of SA Stone, a highly respected brokerage firm founded in 1901. THE TEAM
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