The end of the year is fast approaching! Are you taking advantage of all available tax breaks? Check out this helpful #Forbes article to learn more. #TaxPlanning #EndOfYear #IMWealthPartners https://lnkd.in/e6UCeN5q
IM Wealth Partners
Investment Management
Blue Bell, PA 603 followers
Offering comprehensive guidance to individuals, families & business owners to help plan for & experience abundant life.
About us
IM Wealth Partners was founded in 2003 by Ian Meierdiercks, Chief Planner. As an independent financial advisory firm, IM Wealth Partners’ mission is to empower clients with an experienced team to help navigate and execute life, family, and business aspirations. At IM Wealth Partners, we believe that financial growth is obtained through good old fashioned hard work, unprecedented perseverance, and an uncompromising passion for doing the right thing. We know there are no shortcuts to reaching financial success, which is why we are committed to providing our clients with the unbiased and objective advice they deserve. IM Wealth Partners works in conjunction with our clients’ existing advisory team. Our proven process helps identify, understand, and navigate the financial complexities clients face, whether an individual, family, or owner/shareholder of a closely-held business. We pride ourselves on creating a simple, enjoyable experience to help our clients achieve their goals. When it comes to mapping out our clients’ financial future, we take a holistic approach to planning. We are with our clients every step of the way, providing key knowledge, personal care, and innovative solutions. Our team deeply understands the challenges associated with protecting and preserving wealth, operating a closely-held business, and provides solutions to solve the problems that are important to you personally and as a family. __________ Investing involves risk, including the possible loss of principal invested. Neither Ian Meierdiercks nor IM Wealth Partners make any guarantees or claims to provide legal, mortgage, accounting or tax-preparation advice. You should consult your tax and legal advisors for your specific situation. Securities offered through SA Stone Wealth Management Inc., Member FINRA and SIPC. Advisory Services offered through SA Stone Investment Advisors Inc.
- Website
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http://www.imwealthpartners.com
External link for IM Wealth Partners
- Industry
- Investment Management
- Company size
- 2-10 employees
- Headquarters
- Blue Bell, PA
- Type
- Privately Held
Locations
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Primary
Get directions
2 Apollo Road
Suite 110
Blue Bell, PA 19422, US
Employees at IM Wealth Partners
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Sandy Dulaney
Semi-Retired to 2 PT Positions
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Steve Ference
I aim to impact the everyday monetary decisions of my clients in an attempt to maximize their long term potential.
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John Porrecca
I aim to work with growing families, aspiring entrepreneurs, and retirees looking to transition to a new phase of life.
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Lauren Wernick
Processing Assistant at IM Wealth Partners
Updates
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At IM Wealth Partners, we’re more than advisors — we’re your financial concierge. Learn how we can simplify your financial journey. #FinancialConcierge #WealthSimplified #IMWealthPartners https://lnkd.in/g9pBfr7
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Help us wish Barbara Woessner a fantastic birthday! Barbara’s hard work and dedication to our team make every day brighter. Let’s take a moment to appreciate all she does for IM Wealth Partners. #TeamCelebration #DecemberBirthdays #IMWealthPartners
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Wealth isn’t just about numbers; it’s about living life your way. What does financial freedom mean to you? #FinancialFreedom #WealthPlanning #IMWealthPartners https://lnkd.in/gyvA-C9N
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December is National Write a Business Plan Month—a perfect opportunity for entrepreneurs and business owners to focus on setting their goals and strategies for the future. A strong business plan goes beyond securing funding; it provides a clear roadmap to achieve success and adapt to challenges. Looking for proficient advice on incorporating financial strategies into your plan? IM Wealth Partners is ready to help you navigate the path to success. Let’s build your business plan together. #BusinessPlanMonth #StrategicPlanning #IMWealthPartners https://lnkd.in/gtT6XgNu
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Join us in wishing our incredible team member, Lauren Wernick, a very happy belated birthday! Lauren’s enthusiasm and dedication inspire us all. Let’s celebrate her and all the wonderful energy she brings to IM Wealth Partners! #TeamCelebration #DecemberBirthdays #IMWealthPartners
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Generosity starts with thoughtful planning. This Month of Giving, let’s ensure your contributions create a lasting impact. Schedule a chat with us to align your giving goals with your financial plan. #SmartGiving #FinancialWellness #IMWealthPartners #MonthofGiving https://lnkd.in/gtT6XgNu
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Money can’t buy happiness, but it can fund your dreams—if managed well. At IM Wealth Partners, we make sure every dollar works as hard as you do. Let’s turn your financial goals into reality. #FinancialWisdom #SmartMoneyMoves #IMWealthPartners https://lnkd.in/gyvA-C9N
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At IM Wealth Partners, our vision goes beyond today—we’re here to help you build a lasting legacy for your children and grandchildren. Through ethical and forward-thinking financial guidance, we empower future generations to make wise financial decisions and secure their futures. Ready to start planning for the wealth and values you want to pass on? Let’s connect and create a roadmap to your family’s lasting legacy. #GenerationalWealth #LegacyPlanning #FinancialGuidance #IMWealthPartners https://lnkd.in/eR6XmRj
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Last week, we had the privilege of attending the Educational Lunch Forum with Trudy Cathy White, daughter of Chick-fil-A founder S. Truett Cathy. Her insights on legacy, leadership, and the values behind Chick-fil-A’s success were truly inspiring. Trudy’s reflections reminded us how intentional stewardship can turn values into a lasting legacy. As proud partners of the Delaware Valley Family Business Center, we’re honored to support events that empower families and businesses to thrive. #LeadershipMatters #FamilyLegacy #ValuesDrivenBusiness #DVFBC #ChickfilA #IMWealthPartners #CommunityEvents
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