At IMA Private Wealth, our dedication to your financial well-being is unwavering, and we’re committed to providing top-tier service that grows alongside your needs. To that end, we recently announced a series of enhancements designed to make your wealth management experience even more seamless, comprehensive, and personal.
A New and Improved Online Client Portal
Your financial life is complex, but managing it shouldn’t be. That’s why we’ve been hard at work creating an upgraded online portal that is now available to all clients. This new platform offers a streamlined interface, making it easier than ever to access your account details, track performance, and link outside financial accounts. The consolidated view helps you and your advisor see the bigger picture, enabling more insightful financial discussions.
Over the past few weeks, you should have received instructions via email for re-establishing your login credentials—a one-time step to ensure that your new experience is secure and personalized. For those new to our portal, this is a great time to start! If you did not receive your email or if you have any questions about the process, please reach out to us.
Fresh Market Insights and Thought Leadership
Staying informed is key to making sound financial decisions. While we have always kept you updated on market conditions, we’re now ramping up the frequency and depth of our content. Look forward to regular insights into economic trends, market outlooks, and relevant topics that matter to you. These updates will be delivered directly to your inbox, and you can also follow us on social media for more timely information.
Strengthened Team, Stronger Support
To ensure we continue delivering the high level of service you expect, we’ve expanded our team. We’re pleased to welcome a third Chartered Financial Analyst® (CFA®) to our investment team, bringing even more expertise to our portfolio management. Additionally, we’ve hired a senior operations and technology leader from a national firm to spearhead our growth in digital services. We’ve also added a Director of Financial Planning to the team, partnering with our Advisors to serve you more holistically. These new hires, along with an expanded client service team, reflect our commitment to staying ahead in the industry and offering you the best possible experience.
What’s Next?
As always, we are here to guide you through these updates and answer any questions you may have. Please keep an eye on your inbox for further updates and don’t hesitate to reach out for any support you need.
We’re excited about these enhancements and are confident that they will make managing your wealth simpler and more effective, allowing you to focus on what matters most—enjoying life and planning for the future.