IMG Wealth Management was created by professionals from Investment Management Group in 2017 to meet the specific needs of high net worth individuals and institutions. Our team of financial planners, investment managers, and support staff have developed a business model tailored to the unique requirements of our core clientele.

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It only takes one meeting to see what sets IMG Wealth Management apart

Character, competence, and consistency are the principals by which we operate. We want to show you what these ideals mean to us and their impact on every client interaction.

What does it take to earn the designations held by some of
our professionals?


CFP® Certification Requirements

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CFA™ Curriculum Overview

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S.