Take Control of Your Wealth. Live the Life You Were Meant For.

You’ve done the hard work. Now let us simplify your financial life.

You became a physician to help people — not manage money alone.

Most physician families feel overwhelmed, time-starved, and unsure where to turn. That’s why we created the IM Family Office — to give you the clarity, tools, and team you need to win financially without the stress.

What You Get

  • ✔ Same-day access to your advisory team
  • ✔ Biweekly financial reports and insights
  • ✔ Tax + Legal team coordination included
  • ✔ Quarterly CFO huddles with strategic guidance
  • ✔ Custom financial plan delivered in 30 days

What Clients Are Saying

“IM Wealth made our financial lives feel simple for the first time ever. We no longer wonder if we’re doing the right things — we know we are.” – Dr. Amanda L.
“It’s like having a financial command center. My spouse and I finally feel like we’re in control — and we’re actually excited to talk about money again.” – Drs. Ravi & Priya N.

Schedule Your Free Financial Diagnostic

BOOK MY FREE DIAGNOSTIC

No pressure. Just clarity.

This is your life. Let’s build a plan that honors it.

Don’t spend another year second-guessing. Get a strategic, physician-specific plan that works as hard as you do — and actually fits your life.

Get Started Today →
  • ✅ Fee-only fiduciary advice
  • ✅ Physician-specialized planning
  • ✅ Transparent pricing
  • ✅ Trusted by hundreds of families
  • ✅ 5-star average across client reviews
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IM Wealth
Services
Financial Advice
Wealth Management
Resources
IMPACT Sessions
Meaningful Journeys Scholarship
Stories
Login
START NOW
Folder: Services
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Financial Advice
Wealth Management
Folder: Resources
Back
IMPACT Sessions
Meaningful Journeys Scholarship
Stories
Login
START NOW

Hours

Monday – Friday
9am – 5pm EST

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IM Wealth

496 Ada Dr. SE | Suite 201
Ada, MI 49301

journey@imwealth.com

Form CRS: Client Relationship Summary

Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

This communication is strictly intended for individuals residing in the United States. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.