Helping Families Take Control of Their Money

Our Story

Founded by Jeff McPherson, IM Wealth began as a mission to deliver fiduciary financial advice rooted in integrity, clarity, and true partnership. Today, under the leadership of James Nutter, we’ve evolved into a high-touch advisory firm for physician families who need more than investment help—they need a guide who knows the terrain.

We saw a recurring problem: smart, capable professionals paralyzed by conflicting advice and no clear path forward. We built IM Wealth to change that. With deep expertise, a human-centered approach, and a commitment to doing what’s right, we help our clients take control, stay confident, and build a life well-lived.

Our Mission

To help families take control of their money so they can live their most meaningful lives. We save them time, eliminate overwhelm, and build confidence through expert, fiduciary financial guidance.

Our Vision

A world where physicians and purpose-driven families experience total financial clarity—empowered to live boldly, give generously, and build a legacy on their terms.

Our Core Values

• Leadership: We lead with action and example, guiding families toward financial freedom with discipline and courage.
• Integrity: We’re fiduciaries. That means every recommendation is designed for your benefit, with total transparency and no hidden agendas.
• Impact: We believe in meaningful outcomes. Whether it’s eliminating debt or building generational wealth, we exist to make a difference in your life and community.
• Innovation: We don’t settle for average. We constantly improve systems, tools, and strategies to elevate results for our clients.
• Kindness: We treat every member with compassion, care, and respect—because money is personal, and people matter.

Meet the Team

James Nutter

Partner & Lead Advisor

James helps physician families gain clarity and confidence in their financial lives through proactive, strategic planning. His personal values—impact, growth, and experiences—guide every interaction.

Proof It Works

"IM Wealth gave us the clarity we were missing. We finally feel like we have a roadmap, not just a to-do list." — The Cressman Family

"The Family CFO service helped us align our financial goals with our life goals. Every meeting brings more peace of mind." — Dr. Schanda

"No pressure. No gimmicks. Just honest, intelligent advice from people who genuinely care." — Rachel Carlson

How We Help You Win

We don’t sell products. We don’t sugarcoat the work required. Instead, we show up as your financial White Knight—rescuing you from confusion and inertia—and your long-term Trusted Advisor, helping you build a plan that adapts with your life.

• Fee-only fiduciary guidance (no commissions, no BS)
• Custom strategies designed for your family—not a generic plan
• Dedicated team support, including tax and legal professionals
• Quarterly CFO huddles to align decisions with your evolving life
• Integrated tech and tools to save you time and track real progress