When you would like to know more about our team of financial planners and investment managers. IMG Wealth Management was created by a team of financial professionals from Investment Management Group in 2017 to meet the specific needs of high net worth individuals and institutions.
Our financial advisor team of planners, investment managers, and support staff in Jacksonville FL have developed a business model tailored to the unique requirements of our core clientele.If you are looking for a CFP in Jacksonville FL, join us for just one complimentary meeting to see what sets IMG Wealth Management apart.
Our financial advisor team of planners, investment managers, and support staff in Jacksonville FL have developed a business model tailored to the unique requirements of our core clientele.If you are looking for a CFP in Jacksonville FL, join us for just one complimentary meeting to see what sets IMG Wealth Management apart.
Services
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, Certified Financial Planner and CFP in the U.S. Our proposal consists of multiple options for review and discussion. Potential strengths and weaknesses of each are covered in detail to facilitate the decision making process.
We work closely with you to better understand the details of what you are trying to accomplish and what will be required to turn your ideas into reality. Through this process, we establish realistic goals and expectations which serve as our benchmark for assessing progress over time. A comprehensive financial plan is meant to cover every aspect of your financial life, plus contingencies.
Our subject matter ranges from perspectives on financial markets and economic trends to upcoming strategic shifts within our managed portfolios. Our podcast, The IRA Brothers, is produced by IMG Wealth Management advisors, Nick and Nathan Edwards. Each brief, to the point, episode is educational in nature and delivered with a light-hearted flavor that makes learning fun.
Our history begins in 1994 when our original practice, Pension Management, Inc., was created to service the investment and financial planning needs of state employees in Northeast Florida. In 2005, we expanded our scope of business to the general public, creating Investment Management Group, LLC.
Over the next decade, we recognized the growth of our clientele, and their assets, required a special division dedicated to the specific needs and expectations of high net worth individuals, leading to the formation of IMG Wealth Management, Inc. in March of 2017.For most clients, we establish a fee-based service agreement dictated by the level of assets under management for each household.
Over the next decade, we recognized the growth of our clientele, and their assets, required a special division dedicated to the specific needs and expectations of high net worth individuals, leading to the formation of IMG Wealth Management, Inc. in March of 2017.For most clients, we establish a fee-based service agreement dictated by the level of assets under management for each household.
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