I.M.S. Wealth Management, LLC

Overview

I.M.S. Wealth Management, LLC is an independent, state-registered advisory firm organized as a limited liability company and owned by an individual. The firm works with both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its compensation model includes a percentage-of-AUM fee along with options for hourly and fixed-fee arrangements. The firm is registered to do business in New York and Pennsylvania and does not position itself as an active ESG investor.

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Location & Offices