VALUES ARE OUR FOUNDATION
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Built On Trust, Driven By People
We recognize the human element is the most important piece of a successful financial strategy. We are here to understand first and advise second, to tailor solutions to opportunities - we are about people not products.
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Unwavering Curiosity
Our passion for asking the right questions fuels our unrelenting desire to understand our client’s needs. This curiosity drives our ability to provide tailored and holistic solutions as our client’s needs change and evolve.
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Simplicity Over Complexity
We make complex financial topics easy to understand so you can make the decisions necessary to move forward and sleep well at night.
SOPHISTICATED SOLUTIONS, WITHOUT THE FUSS.
The IMA Wealth team is here for you. Our business is built on empathy and experience.
IMA WEALTH NEWS
Financial + Educational Resources
Industry Insights, Upcoming Events, Quarterly Market Commentary, More!
2022 END OF YEAR RECAP
IMA Wealth’s Vice President and Portfolio Manager, Justin Kittle CFA® CAIC® CFP®, recaps the year and explains his predictions for the future.
DIFFERENT BY DESIGN
IMA Wealth’s President and Chief Investment Officer, Richard Holt CFA®, explains how we are truly different by design as he shares the vision and foundation of IMA Wealth by discussing our four key values…
+ Responsibility
+ Increased Transparency
+ Client-Focused
+ Community Minded