IM Wealth

At IM Wealth, we are dedicated to empowering physicians and affluent families to achieve their financial goals through holistic financial advice. Our team of experts is passionate about helping individuals and families make informed decisions about their finances, allowing them to live a more meaningful and sustainable life.

Our Mission

Our mission is to provide personalized financial guidance to our clients, helping them achieve financial independence and peace of mind. We strive to build long-term relationships with our clients, based on trust, transparency, and a deep understanding of their unique financial situations.

Our Services

We offer a range of services designed to cater to the diverse needs of our clients. Our services include:

• Financial Advice: Our experienced advisors work closely with our clients to create personalized financial plans, tailored to their individual needs and goals.
• Wealth Management: We help our clients manage their wealth effectively, making informed investment decisions, and providing guidance on tax strategies and estate planning.
• Resources: Our resources section is designed to provide valuable information and insights on a range of financial topics, from investing to retirement planning.

IM Wealth Flight Options

We understand that every client is unique, and their financial needs may vary. That's why we offer a range of flight options to suit our clients' requirements:

• IM Private-Jet: A premium service that includes on-site take control boot camps, touchless data collection, and regular huddles with our advisory team.
• IM Concierge: A mid-tier service that offers bi-weekly huddles with our advisors, same-day response times, and priority scheduling.
• IM Premier: A tailored service that includes monthly huddles, two-day response times, and scheduled priority meetings.
• IM Cruising: A high-level service that offers quarterly huddles, five-day response times, and structured power huddles.

Meaningful Journeys Scholarship

At IM Wealth, we believe that financial education and support should be available to everyone. That's why we commit 1% of our net revenue to providing financial assistance to medical students through our Meaningful Journeys Scholarship.

Why Choose IM Wealth?

At IM Wealth, we pride ourselves on our commitment to transparency, simplicity, and exceptional client service. Our team of experts is dedicated to providing personalized financial guidance and support to our clients. Contact us today to learn more about how we can help you achieve your financial goals.