Feel prepared for what lies ahead.
Clients are best served by trusted financial experts who:
- Utilize industry-leading resources
- Act with integrity and expertise
- Care deeply about personal relationships
About IMA Private Wealth
We believe you deserve clarity.
At IMA Private Wealth, we provide a clear financial picture that is comprehensive, always current, and easy to access, a plan that is transparent and sophisticated but not overly complicated, and consistent communication in easy-to-understand language from a trusted source.
IMA Private Wealth At a Glance
100%
of Employees have Ownership Opportunity
IMA associates are invested in your success, driving our dedication to outstanding client service.
2,600+
Exceptional People
With IMA’s nationwide resources, we deliver personalized solutions and unwavering support, always putting you first.
25+
Years of Wealth Management Experience
We are committed to supporting long-term financial planning for individuals and families in the communities where we live and work.
What We Do
We provide expert wealth management advice, including:
- Comprehensive financial planning
- Advanced investment management
- Life, income, and asset protection
- Tax and estate planning support
- Coordination across the other professionals supporting your family (CPAs, attorneys, etc.)
We are proud to say that our clients trust us to do the right thing for their families’ financial futures.”
Michael Gregg
President, IMA Private Wealth
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Are you a Financial Advisor looking for a better home to serve your clients and grow your practice?