3 Valley Square,
There Are No Shortcuts to Reaching Financial Success
Holistic Wealth Preservation Strategies
Plan Today So You Can Help Others Tomorrow
Defining the Financial Needs of Each Generation
IM Difference: Unbiased and Objective Advice
Personalized Attention for the Individual, Family, & Business
At IM Wealth Partners, we take the mystery out of financial planning. Our team reviews and analyzes your entire financial situation then makes recommendations for spending, saving, and protecting your wealth in ways that will impact your business or family both today and tomorrow.
We are committed to upholding our core values, for our team and our clients: doing the right thing, working hard, being confident, yet humble, embracing teamwork, understanding the value of reputation, and making a positive impact.
Unlike most financial planners, we are an independent financial advisory firm and not bound to sell proprietary products. Our clients think of us as a Personal Financial Concierge in that we work in conjunction with your existing advisory team to navigate financial complexities.
Interested in hearing more? Contact us today for more information.
Working side-by-side with your current financial professionals—accountant, attorney, bank or mortgage lender—we assess your current financial state then provide comprehensive, expert guidance that will help you to reach your desired result.
We want to take the fear of the unknown out of financial planning and put you on a smart and efficient path toward achieving your goals and dreams. We offer access to experienced counsel to ensure every aspect of your financial wellbeing – from savings to mortgages to insurance and so much more.
Our planning models provide financial recommendations based on economic and mathematical formulas, not guesswork. Our entire team is with you every step of the way providing knowledge and customized solutions.
You’ve worked so hard. We understand and aim to help you protect and preserve your wealth for future generations. We aim to impact the everyday monetary decisions of our clients, and ultimately enhance their ability to achieve more financially than they ever thought possible.
At IM Wealth Partners, we believe that financial growth is obtained through hard work and an uncompromising passion for doing the right thing. We know there are no shortcuts to reaching financial success, which is why we are committed to providing our clients with the unbiased and objective advice they deserve. We pride ourselves on having integrity, and in caring for and protecting the human beings who do business with us – not just because they are clients.