Let our fee-only fiduciary Family Office team take over the heavy lifting—so you can work less, live more, and finally feel fully in control of your financial life.
You’re earning $750K–$1M+ and have “done everything right” on paper—but your financial life still feels disorganized, reactive, and exhausting.
You’re saving aggressively, but still wondering, “Are we behind?” You want a clear roadmap, not one more article or spreadsheet.
Between clinic days, call, kids, and life, you don’t have the time or energy to “figure out” your finances. Delegation is no longer a luxury—it’s a necessity.
You’ve seen the product-pushers. You’ve heard the sales pitches. You’re looking for a flat-fee fiduciary team that actually sits on your side of the table.
Think of us as your family’s financial health team. You focus on the life you’re building; we coordinate the money, tax, and legal details behind the scenes.
We keep an eye on your income, investments, taxes, legal documents, insurance, and goals—together, not in silos.
Biweekly advisory huddles and quarterly CFO-style reviews keep your plan alive, updated, and actionable—as life evolves.
We bring you clear options and recommendations. You say “yes” or “no.” We handle the heavy lifting behind the scenes.
This isn’t about chasing the “perfect” investment. It’s about reclaiming your time, reducing stress, and aligning your money with the life you actually want.
We built IM Wealth to stand against financial injustice for physicians. No commissions. No kickbacks. No one-size-fits-all “advice.”
We’re paid only by you. Our job is simple: protect your interests, coordinate your financial life, and help you move forward with confidence.
We understand complex comp structures, student loans, locums, leadership roles, burnout, and lifestyle design—because this is the only world we work in.
You’re not buying a one-time plan. You’re building a long-term relationship with a team that shows up, quarter after quarter, year after year.
Individual results will always vary—but the themes are consistent: less stress, more clarity, and a renewed sense of control.
Testimonials are individual experiences and are not a guarantee of specific outcomes.
In a 60–75 minute conversation, we unpack your current reality, stress points, and what a “life well lived” looks like for your family—beyond the balance sheet.
Our team designs an integrated plan that connects cash flow, investing, taxes, legal, and legacy into one coordinated system you can actually understand.
Through biweekly advisory huddles, quarterly CFO-style reviews, and proactive outreach, we keep you informed, supported, and on track—without piling more on your plate.
You don’t need another checklist. You need a Family Office team that thinks about your money so you don’t have to—while keeping you in full control of the big decisions.