Meaningful Journeys
Meaningful People
"As a physician we spend a large portion of our lives learning about medicine, but unfortunately we did not receive a lot of financial education. I have met several older physicians that are still working because “I did not plan correctly”.
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.
IM Wealth has had a huge impact on our lives. Jeff has helped us make very important/difficult investment and lifestyle decisions that we would have not been able to make on our own by providing unbiased and realistic input. 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
The 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.
“Since working with IM Wealth, we have been able to plan for our future and feel comfortable about it. Jeff explains financial strategies in an understandable way. He is good at the “big picture”, but also very efficient with taking care of all the smaller situations that arise.
We truly feel like we are a team, and he really cares about our success. Personally, Jeff is a great guy, and he is enjoyable to be around. It has been nothing but a great experience!”
— Adam & Megan Henke
The statement was provided 12/5/2022 by Megan & Adam Henke 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.
“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 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
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.
“Due to a late start, career choice and training delayed the ability to start saving significantly. And with a family to feed, it never seemed we could enter the market. Joining the investment world later in life, it helped us to receive a confident, sincere, calm presence. Jeff is fastidious with preparation. It feels as though there are certain things we can now count on, and we have a clear path to achieve goals, realistically.
Understanding our concerns and strains of a growing family and our needs as debt to asset ratio was higher than most, Jeff helped us build financial security and safety nets in all aspects as our assets grew and debt decreased. It can be overwhelming to try to navigate finances on your own. He truly treats all of us like family.
Start early and ask questions and learn along with your advisor. We have much to be grateful for with the resources and insight Jeff has provided us with. Jeff has been a great financial sounding board, teacher, friend and advisor.”
— Diane & Andy Bigham
The statement was provided 1/29/2023 by Diane & Andy Bigham 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.
“After residency, we wanted to get a better grasp of our financial status and a stronger idea of how to reach our goals in the future. During our process, James and Jeff worked hard to get to know us as people before even touching our financial goals. They appreciated our own priorities, our focus on our children, and knew that trust and open communication were valuable to us. After getting to know us, they have provided us with so much information that makes us more confident and capable in our financial goals. We not only feel like we have a strong understanding of where we are financially, but we have more flexibility with our finances than we expected when meeting with a fiduciary.
Having gone from med school and residency with little money to having extra money in our paycheck, we knew it was important to play catchup on our financial goals. However, our goals combined with our student debt seemed unmanageable and overwhelming. We wanted a flat-fee advisory relationship so that our communication could be the focus and we could look at our entire financial plan (loans included). We weren't looking for someone who would push us to invest before we were ready and keep pushing. IM Wealth has done exactly that and understood our background completely. After sitting down with James and Jeff, we had a direction. We also had time frames, which relieved so much of our financial stress. It felt as if a huge weight was lifted and we had financial plans that were within reach. As we move forward in our jobs and families, we are at ease knowing that we have knowledgeable people who can help guide any financial worries we have and who know us as individuals with our own specific goals. We look forward to meeting and exceeding our goals for our family; knowing it's reachable is worth its weight in gold.
We can't thank IM Wealth enough! ”
— Scott & Selena Cressman
The statement was provided 6/8/2023 by Scott & Selena Cressman 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.
“I first met with Jeff upon moving to Grand Rapids after finishing residency in 2017. I felt overwhelmed with my student loan debt and was in the midst of learning about personal investing. Jeff helped me to organize my goals and with his assistance, I was able to pay off my significant loan debt while simultaneously saving.
I appreciate my financial independence working with him and feel fully in control of my money. Jeff has made me feel much more comfortable for the future as my goals have changed with getting married and having children. I know he truly cares about my success.”
— Jessica O’Neil
The statement was provided 5/24/2023 by Jessica O'Neil who is a client. 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.
“As brand new attendings who recently finished fellowship, learning how to manage our money, retirement, and future has been the focus of our work with Jeff and IM Wealth.
Throughout that process he has been extremely supportive and knowledgeable. He is so positive and encouraging! He tailors his advice to our unique needs and makes me feel confident that we are starting off our careers on the right foot.
We recommend him to anyone who even mentions financial planning in our presence.”
— Lauren Schmidt & Rahul Sharma
This statement was provided 03/14/2023 by Lauren Schmidt & Rahul Sharma 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.
“We’ll be the first to say it, finance is not our specialty. A lotta ins, lotta outs, lotta what-have-you’s. With graduating my residency and a baby on the way, we had a lot of big changes in 2022. We found IM Wealth through another physician, and we’re beyond thankful. Jeff helped steer us in the right direction based on our goals and alleviated so much stress at a very busy time!
Now we’re confident in our financial position and in setting up future success for our family. We may have moved across the country, but it hasn’t changed our relationship with Jeff in the slightest; we still feel connected.”
— Kristin Wempe & Dusty Putnam
This statement was provided 3/29/2023 by Kristin Wempe & Dusty Putnam 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.
"The financial professionals within IM Wealth create a flow of communication that is relaxing and accommodating, which is refreshing from a client perspective. All families have a busy schedule, and IM Wealth provides the schedule and financial structure to not only establish financial goals at important family milestones, but also to track progress towards those milestones with definitive financial numbers.
Some people have the desire to take a DIY approach to financial planning, and IM Wealth can even help those stubborn people (like me) that think they have everything "squared away". It's been a rewarding experience to have an extra set of eyes and another (professional) perspective when your family’s financial legacy is something that you have worked so hard to attain. The professionals at IM Wealth don't bite. Give them a call... they are super nice humans, and they want to help you. Let them help you."
— Todd & Amy Spencer
The statement was provided 1/8/2023 by Todd & Amy Spencer 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.
“Before joining the IM Wealth community, I felt overwhelmed by my financial situation. I was a young student in dental school and had no idea where to start.
After talking with James, he was able to break things down to help me better understand my situation. James helped make my situation feel more manageable, and he helped me to develop strategies to set myself up for financial success in the future.”
— Michael Parker
The statement was provided 10/20/2022 by Michael Parker who is a client. 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.
"I love my job as a Pediatric Resident. I do NOT love managing my finances. Working with James and Jeff has given me the freedom to focus on becoming a better physician, leader, and friend rather than spending precious free time worrying about money.
With their guidance, they have helped me to feel secure and confident in my financial plan."
-Rachel Carlson
The statement was provided on 1/30/2023 by Rachel Carlson DO who is a client. 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.
“I’ve known Jeff since college, 12 years total now. He was a trustworthy friend then, and nothing has changed since working together with my family’s finances. He is always honest with his advice and puts himself in our shoes to guide us.
We have a better grasp of how to set ourselves and our kids up for lifelong success. We feel less stressed and more confident in the financial decisions we are making.
It’s important to have an expert in the industry to bounce ideas off of to ensure we are making the correct decisions for our family. The flat fee advisory role allows my family to feel like our best interest is always in the forefront of Jeff’s mind.
To me, it’s a no-brainer to work with an expert who is genuinely motivated to help you reach your dreams.”
— Whitney & Kevin McElmurry
The statement was provided 12/21/2022 by Kevin & Whitney McElmurry 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.
“Before joining IM Wealth, talking about our financial future seemed daunting. With three active kids and an abundance of activities on our plate, it was hard to find time to think about our family's long term financial situation . After talking with Jeff and working out a few details, monitoring our financial progress has been a breeze.
Jeff has been instrumental in making us feel comfortable with our money while allowing us to focus on investments that best fit our active/busy lifestyle. We highly recommend Jeff to anyone looking for a financial professional not only because he is good at what he does, but he's intentional and treats you like family.”
— Sarah & Dave Bowman
The statement was provided 03/05/2023 by David and Sarah Bowman 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.
“We came into financial planning with no information or expectation of what it would look like. We thought that this is just going to be a spreadsheet to show us how to work with our finances, but it wasn't like that at all.
They work with us every step of the way to create a solid foundation based on our values, our goals, our beliefs, and plans for the future. They have taken great care being transparent about their process and just really being on our team.
If you're just starting in financial planning and you're not really sure where you want to go, I encourage you to set up a meeting with James and Jeff… they are amazing, and they have made all the difference for us.”
— Katie Cox & Andrea Plewa
The statement was provided 11/18/2022 by Katie Cox and Andrea Plewa 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.
“I have retirement goals now because he has promoted and encouraged my financial awareness. I trust James and appreciate his confidentiality, maturity (beyond his years), and caring attitude! I highly recommend him as a wealth partner.
He has provided me with excellent information and support in order for me to make good financial decisions. He reviews and analyzes my entire financial situation, then makes recommendations for spending, saving, and protecting my wealth.”
— Nancy Carlson
The statement was provided 11/2/2022 by Nancy Carlson who is a client. 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.