Investment Management & Planning, LLC

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Investment Management & Planning, LLC is a privately-held wealth management firm that caters to the complex financial and private wealth management needs of a select group of high net-worth individuals, small to mid-size businesses and single-family offices providing the highest level of unbiased financial advice, strategic planning and wealth management services.

Areas of specialty focus on helping our clients create and grow wealth, protect and preserve wealth along with the appropriate planning strategies for the most tax-advantaged way to distribute and transfer wealth to current and subsequent generations.

Minimum account size $500,000