HOW TO:

Refer friends and colleagues to IM Wealth.

STEP 1

Send them to imwealth.com


STEP 2

They click START NOW and complete a quick form.


STEP 3

We get them on the calendar ASAP.

Click here for required disclosure information that you must provide to the person you are referring.

3/4 of American families say money is their number 1 source of stress*

*Capital One CreditWise Survey (2025)

Your influence means so much more than you think.

You’re not just recommending an advisor… You're giving a family the chance to take control of their money.

And every referral has the potential to fuel a larger mission. IM Wealth commits 1% of revenue to provide scholarship funds for medical students.

You have the power to change lives - in more ways than one.