A complete list of active advisors currently associated with IMG Wealth Management, Inc.

Warmer can help you find a great advisor at IMG Wealth Management, Inc. or one who fits your needs even better.

IMG Wealth Management is a fee-based advisory firm that serves individual and high‑net‑worth clients, managing about $209.7 million across roughly 710 client relationships through a seven‑advisor team. The firm provides discretionary and non‑discretionary portfolio management, ongoing financial planning and consulting, and public seminars and educational workshops. IMG’s investment process is tailored to each client’s stated objectives, time horizon, and risk tolerance and relies on fundamental, technical, and macroeconomic analysis; client objectives are documented in an investment policy or similar plan. The firm conducts regular account reviews (quarterly or more often as needed) and, when appropriate, may engage third‑party sub‑advisors to implement models while retaining overall responsibility for the client relationship. Distinctive operational features include a formal program of public seminars and workshops—separately disclosed as educational offerings with some sessions available for a fee and other overview seminars provided at no cost—which is uncommon among peer firms. The brochure also discloses that multiple advisors maintain insurance licensure and other outside business activities; those relationships and potential conflicts are described along with the firm’s procedures to manage them.

To learn more about the advisors currently working at IMG Wealth Management, Inc., 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.