A complete list of active advisors currently associated with I.M.S. Wealth Management, LLC

Warmer can help you find a great advisor at I.M.S. Wealth Management, LLC or one who fits your needs even better.

I.M.S. Wealth Management provides portfolio management, financial planning, and pension consulting to individuals (including high‑net‑worth clients) and retirement plans. The firm prepares client-specific Investment Policy Statements and offers implementation and ongoing monitoring without an account minimum. IMS implements client plans primarily on a non‑discretionary basis and documents goals, tax considerations, and risk tolerance in each Investment Policy Statement; the brochure reports $0 in discretionary assets and $38,375,120 in non‑discretionary assets as of December 2025. The firm applies charting, fundamental, technical and cyclical analysis and can use strategies including long and short trading, options writing, margin transactions and ETFs, while custody and account statements are provided through a specified custodian. Noteworthy for a firm of its size, IMS is affiliated with an accounting/CPA practice whose principal devotes substantial time to that business, a relationship disclosed in the brochure. The combination of that affiliation and the firm’s reliance on client‑directed trading (and a required custodian arrangement) distinguishes its operating model from many peers.

To learn more about the advisors currently working at I.M.S. Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.