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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Holistic Planning Geared Towards Optimization

Holistic Planning Geared Towards Optimization

We extend our services beyond wealth management to thoroughly assess your entire financial landscape. We take into account every potential factor affecting your finances, providing a tailored plan to help safeguard and enhance your financial well-being.

Providing Independent Advice Since 1981

Providing Independent Advice Since 1981

Experience can’t be bought yet we have a wealth of it. Throughout the decades, our unwavering dedication to independence has provided clients with advice that’s finely attuned to their needs. Everything we do serves their best interests.

A Service That’s Built On Core Values

We have a unique approach to financial planning built on four core values that shape our strategies and choices, all aimed at providing you with the best possible service.

Planning Should Be Holistic

We go beyond conventional wealth management, carrying out a complete analysis of your entire financial portfolio. This enables us to create a personalized plan to safeguard and optimize your financial situation.

Money Has a Ripple Effect

Money is an intensifier in people's lives, and clients trust us to prepare them for when life happens. We embrace and acknowledge this level of responsibility by providing financial guidance and support.

You Deserve a Dynamic Team

With collaborative advisors across many locations we offer versatility. Our team-backed approach is inclusive and responsive to anyone willing to invest their time and money into having a plan.

Privately Owned Since 1981

We are a deeply-rooted firm that has provided independent advice over the decades. This will never change as we continue to build upon our track record of putting our client's best interests first.

Giving Back To The Community

Giving Back To The Community

At IMG, we are dedicated to both our clients and our community. We do the best we can to help people in the neighborhood by giving them a leg up in life, investing in a variety of projects that support diverse causes.

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It's fast, free and displays your number instantly.

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About Cetera/Pershing

Who We Work With

We work with individuals at various life stages and situations, providing tailored strategies that offer direction and financial confidence.

Who We Work With

Our Approach

Our approach to financial planning is enriched by fostering lasting relationships and using the combined expertise and teamwork of our dedicated professionals.

Our Approach

Our Team

With decades of experience behind us, our team is here to help navigate you closer to your goals through a holistic and tailored approach.

Meet the Team