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Your Personal Financial Concierge

Imagine you're checking into a hotel in an unfamiliar city and you want to find a good place for dinner. You ask the hotel concierge who shares their best recommendation based on your preferences, schedules your reservation, and arranges transportation to the restaurant. The concierge does not prepare the food or drive the taxi. Instead, their role is to identify your goal and make it happen.


At IM Wealth Partners, we fulfill a similar role — financially. Our full-service concierge model equates to less time and less aggravation for you by providing comprehensive, expert guidance that will help you to reach your desired result. Let us 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.

Who We Serve

While IM Wealth Partners serves a broad and diverse client base, we specialize in working with multi-generational family-owned businesses as well as individuals interested in protecting and preserving their wealth. 

If you fall into one of these categories and are searching for a holistic financial solution, contact us today.

Personal

Personal

IM Wealth Partners specializes in working with a wide variety of individuals including those who are considered higher earners, retired, or even young professionals.  

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Business Owners

Business Owners

Whether you are a family-owned business, closely-held or sole proprietor, IM Wealth Partners understands the nuances associated with small business planning.

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