As a regional wealth management firm with sophisticated institutional capabilities we want to take a brief moment to introduce you to the people that work hard to protect our clients wealth every day.  The IMS team.  We owe our firm’s success to the high quality, ethical conduct and technical expertise of our seasoned employees.   Whether it be our Executives, Managing Directors, Research Analysts, Portfolio Managers or Client Service Personnel, one thing is certain, at IMS we are all part of an integrated wealth management team committed to ensuring that you and your family’s wealth get the high level of stewardship it deserves.  By drawing from our core internal competencies and making appropriate use of highly screened and prominent members of the legal and tax planning communities, we work diligently to ensure that your entire wealth planning needs are properly addressed.  Our team looks forward to serving you.

We invite you to contact one of our Managing Directors to see if you qualify for a discrete complimentary consultation.


 

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