I.M.S. Wealth Management, LLC

Overview

I.M.S. Wealth Management, LLC is an independent, individually owned wealth advisory firm organized as an LLC. The firm serves both individual and family clients as well as institutional relationships and offers a mix of fee arrangements: percentage of assets under management, hourly billing, and fixed-fee engagements. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm is not positioned as a capital allocator or related adviser and does not identify as an active ESG investor. It is not flagged as a multi-state adviser in the source data and the year of SEC registration is not provided.

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Investments & Alternatives

Location & Offices