IM Wealth Partners
Investment Management
2 Apollo Road
14 employees
- Employees
- 14
- Contacts
- 3
- Emails
- 3
IM Wealth Partners Overview
- Headquarters
- 2 Apollo Road
- Phone Number
- Available in AeroLeads
- Website
- imwealthpartners.com
- Industry
- Investment Management
- Employees
- 14
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
Keywords
About IM Wealth Partners
IM Wealth Partners was founded in 2003 by Ian Meierdiercks, Chief Planner. As an independent financial advisory firm, IM Wealth Partners’ mission is to empower clients with an experienced team to help navigate and execute life, family, and business aspirations. At IM Wealth Partners, we believe that financial growth is obtained through good old fashioned hard work, unprecedented perseverance, and an uncompromising passion for doing the right thing. We know there are no shortcuts to reaching financial success, which is why we are committed to providing our clients with the unbiased and objective advice they deserve. IM Wealth Partners works in conjunction with our clients’ existing advisory team. Our proven process helps identify, understand, and navigate the financial complexities clients face, whether an individual, family, or owner/shareholder of a closely-held business. We pride ourselves on creating a simple, enjoyable experience to help our clients achieve their goals. When it comes to mapping out our clients’ financial future, we take a holistic approach to planning. We are with our clients every step of the way, providing key knowledge, personal care, and innovative solutions. Our team deeply understands the challenges associated with protecting and preserving wealth, operating a closely-held business, and provides solutions to solve the problems that are important to you personally and as a family. __________ Investing involves risk, including the possible loss of principal invested. Neither Ian Meierdiercks nor IM Wealth Partners make any guarantees or claims to provide legal, mortgage, accounting or tax-preparation advice. You should consult your tax and legal advisors for your specific situation. Securities offered through StoneX Securities Inc. member FINRA/SIPC. Advisory Service offered through StoneX Advisors, Inc.
IM Wealth Partners Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
IM Wealth Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Evan Boling, Cfp® | Client Service Coordinator, Im Wealth Partners. |
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|
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| Lauren Wernick | Processing Assistant at Im Wealth Partners | Norristown, Pennsylvania, United States |
Email
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| Steve Ference | I Aim to Impact the Everyday Monetary Decisions of My Clients in an Attempt to Maximize Their Long Term Potential. | Blue Bell, Pennsylvania, United States |
Email
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| John Porrecca | I Aim to Work with Growing Families, Aspiring Entrepreneurs, and Retirees Looking to Transition to a New Phase of Life. | Plymouth Meeting, Pennsylvania, United States |
Email
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Employees by Management Level
Individual contributor
6 profiles
Associate / junior
3 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 6 | 6 | 1 |
| Finance | 1 | 1 | 0 |
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