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IM Wealth
IM Wealth is a fee-only fiduciary built for physicians. They help physicians move from financial complexity to calm, confident control without having to...
Overview
IM Wealth is a fee-only fiduciary built for physicians. They help physicians move from financial complexity to calm, confident control without having to manage it themselves, coordinating the entire financial life including tax strategy, retirement planning, cash flow, insurance, estate planning, and major financial decisions. They also empower physicians and affluent families through holistic financial advice, and commit 1% of revenue to scholarships for future physicians.
General information
Firm type
Multi Family Office
Location
Region
North America
City
Ada
Principals
Jeff
financial advisor
James
Sector focus
Frequently asked questions
Who runs investment decisions at IM Wealth?
IM Wealth does not publicly disclose individual portfolio managers or CIOs. The firm describes a team-based investment committee structure that sets strategic asset allocation and conducts manager research. Specific names and roles are not listed on the firm's public materials (Altss research).
How does IM Wealth source proprietary deal flow?
IM Wealth does not operate a direct investing or venture program. All investment decisions go through third-party vehicles — mutual funds, ETFs, SMAs, and commingled partnerships. Proprietary deal sourcing is not part of the firm's strategy (Altss research).
Does IM Wealth participate in fund commitments or only direct deals?
IM Wealth exclusively allocates client capital into third-party investment funds and separate accounts. It does not commit capital as a fund investor itself, nor does it lead direct deals. Client allocations are made through the firm's model portfolios and custom SMAs (Altss research).
What investment stages does IM Wealth typically target?
IM Wealth does not target specific stages. Its portfolios span public markets across all capitalization ranges, and alternative allocations go to long-established private equity and real estate pools. No venture or growth-stage direct exposure is advertised.
Which sectors does IM Wealth explicitly avoid?
IM Wealth does not publish any explicit negative screens or sector avoidance policies. The firm's ESG posture is not publicly disclosed.
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