TAKE CONTROL
OF YOUR MONEY
Financial Guidance You Can Trust
We're IM Wealth - a community that empowers physicians and affluent families through holistic financial advice
“IM Wealth has had a huge impact on our lives… The earlier the better. I joined with IM Wealth directly out of residency, and we have such a solid plan that several of my colleagues do not have… This has allowed us to live our life in a meaningful and sustainable way... Our financial outlook on life has completely changed.”
-Colin & Amanda Seguin DO
This statement was provided 12/14/2022 by Amanda & Colin Seguin who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
IM Stories
“My wife and I are both physicians and have worked with Jeff and his team since 2016, starting during residency. We have enjoyed working with Jeff because he doesn’t try and push his dream on us; he helps us achieve our own dream. I have never felt pressured to buy products from him or that I wasn’t fully in control of my money. He has taken the time to listen to our needs and helped us adjust our retirement strategy as our family has grown. Jeff is not just our financial advisor, but someone who we consider a friend. We couldn’t have been on the path we are on to achieve financial independence without him.”
-JT & Jenn Carroll MD
This statement was provided 1/20/2023 by Jenn & Joseph (JT) Carroll who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
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