Family / Wealth Management 

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Institutional / Asset Management

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Retirement Plan Consulting

Managing Your Fiduciary Risk 

Investing is difficult.

Business is complicated.

Accountability is not.

IMA Wealth provides families and businesses with wealth management and portfolio management solutions as an independent investment advisor registered with the Securities and Exchange Commission (SEC). We are also registered with the SEC as an independent broker-dealer, Member FINRA.

We are a wholly owned subsidiary of The IMA Financial Group, a diversified financial services company focused on protecting the assets of its widely varied client base through insurance and wealth management solutions.

IMA is more than a financial services company – it is a valued adviser. The mission of IMA and its companies is to protect assets and make a difference – not only for clients, but also within the communities we serve.

2018 2nd Quarter Market Commentary

Insights from the IMA Wealth Team

President & CEO, Wes Cooper Discusses IMA Wealth

IMA: Risk in Focus
Clarity, Commitment and Relationships

What Did Hurricane Season Mean for the GDP?

Hurricanes Harvey and Irma Devestated the Gulf Coast During Fall
What this could mean for 2017 GDP

Latest News

02
Jan
Meet the new IMA Wealth

TrueNorth is excited to announce a new name, which reflects our 18-year affiliation and ongoing alignment with the IMA Financial … Read More >

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