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We're IM Wealth - a community that empowers physicians and affluent families through holistic financial advice

“IM Wealth has had a huge impact on our lives… 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… 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 DO

This 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. 

IM Stories

IM Stories
A group of four people, likely a family, smiling outdoors in a park with trees and parked cars in the background. Two young girls and two adults, possibly parents, are wearing green Michigan State shirts celebrating a football event with accessories like beads and face paint.
A family of five outdoors in a wooded area during fall. The mother holds a young boy, the father stands beside her, and two young girls hold hands in front. They are smiling and dressed casually.
A woman with dark hair tied in a bun, smiling, sitting on rocky terrain with a mountain in the background surrounded by clouds. She is wearing outdoor hiking clothes and a backpack.
A man and a woman smiling and standing close together on a rocky trail overlooking the ocean, with cliffs and a partly cloudy sky in the background.
A woman with sunglasses smiling next to a black and grey puppy with pointy ears, both outdoors under a tree with blue sky visible.
Four females, an adult woman and three children, standing on a wooden path in a forest, smiling at the camera.
A smiling man and woman standing close together outdoors in front of a large sandstone arch formation, with desert plants and rocks around them.
A family of four posing at a lake with forested mountains and waterfalls in the background.
A smiling woman with a wide-brimmed hat, a smiling man with a beard and cap, and two young children in a desert landscape with red rock formations and blue sky, taking a selfie together.

“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 try and 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 MD

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. 

Meaningful Journeys Scholarship

A logo featuring an eagle wearing a graduation cap, with the letters 'MJ' and stylized wings beneath.

1% of IM Wealth’s revenue is committed to providing scholarship funds to medical students.

Learn More