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.
Bursting the Bubble
Your Emergency Fund: How Much Is Enough?
Insurance Needs Assessment: When You're Newly Married
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."
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.