Im Wealth Partners
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 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 StoneX Securities Inc. member FINRA/SIPC. Advisory Service offered through StoneX Advisors, Inc.
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Verified contacts
15
available on Kipplo
LinkedIn employees
13
1 to 10 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
0
tools in use
Monthly traffic
56
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- AP
Alex Picone
Paraplanner · Finance & Accounting
EmailPhone - BW
Barbara Woessner
Insurance Administrative Consultant · Operations
EmailPhone - JP
John Porrecca
Planner · Finance & Accounting
EmailPhone - SF
Steve Ference
Planner · Finance & Accounting
EmailPhone - IM
Ian Meierdiercks
Founder & Chief Planner · General Business & Management
EmailPhone - VC
Vince Capone
Advisor · Finance & Accounting
EmailPhone - CM
Connie McAluney
Admin · General Business & Management
EmailPhone - GP
Gianna Penna
Intern · Finance & Accounting
EmailPhone - LW
Lauren Wernick
Administrative Assistant · General Business & Management
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Im Wealth Partners
11 distinct titles indexed · top 10 shown.
- 2client liaison - executive assistant
- 2planner
- 2wealth management intern
- 1admin
- 1administrative assistant
- 1advisor
- 1founder & chief planner
- 1head of trading
- 1insurance administrative consultant
- 1intern
- +1more titles
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