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.

Q3 IMA Wealth Newsletter

Mid-Year Perspectives
Fine-Tuning Your Finances, Market Insights, and How Long Should You Keep Financial Records?