A complete list of active advisors currently associated with Inman Jager Wealth Management, LLC

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

Inman Jager Wealth Management advises individuals and high‑net‑worth clients as well as families, trusts, estates, charitable organizations, pension and profit‑sharing plans, corporations, and small businesses. The firm provides discretionary and non‑discretionary wealth management, financial planning (including project‑based and ongoing plans), and 3(21) retirement plan advisory services for plan sponsors. The adviser describes a primarily long‑term investment approach that combines fundamental and technical analysis to construct and monitor portfolios, with rebalancing and position changes used to meet client objectives and tax considerations. Portfolios are typically built from individual equities, ETFs, and bonds but may also include mutual funds, closed‑end funds and derivatives such as options, and the firm notes use of cash positions as potential hedges and the sale of positions to harvest gains or losses. Noteworthy for a firm of this size, the brochure discloses use of derivatives and the use of borrowing or leverage in separately managed accounts—practices that are less common among supported peers and that introduce additional liquidity and leverage risks. The adviser also provides ERISA fiduciary 3(21) services, operates with a small team of credentialed advisors, and maintains an institutional relationship with a national custodian that supplies platform and research support.

To learn more about the advisors currently working at Inman Jager 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.