A Transparent Approach To Wealth Management
At I&M Wealth Advisors, we believe you deserve to understand whats happening with your money. How it's invested and why. What you're paying. And most importantly, what to expect along the way. It's your money, your life, your future.
Goal based, plan driven investing. While that sounds great, it's not so easy. Our individualized plans help balance short-term emotions with long-term objectives; helping you remain invested along the way.
As Investment Adviser Representatives, we act as fiduciaries and we are held to the highest standard of care – and we are required to act in the best interests of our clients at all times.
Our fees are clear and straightforward. We believe our transparency empowers you to make the most informed decision when choosing your long-term financial partner.
What's Your Risk Number
Riskalyze helps us ensure that your portfolio aligns with YOUR investment goals and expectations.
Rebalancing Your Portfolio
The Economic Journey of Your Morning Coffee
What to Look for in an Extended-Care Policy
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."