Who We Are
We are a financial planning firm offering investment management grounded in values. With locations in both Denver and Colorado Springs, our team of CFPs, CPAs and Client Service Specialists can tailor our services to your uniques needs with the openness, warmth and trust of a family. We manage investments with heart to help our clients protect their wealth, pursue their dreams and champion their legacies.
What We Do
I.M. Wealth Care works with individuals, families and business owners through comprehensive financial planning, active investment management, business planning, retirement plan design, risk management, income tax planning, charitable planning and estate planning. Our team champions each client’s goals with a practical approach grounded in wisdom, transparency, advocacy, and deep personal understanding.
Founded in 2004, I.M. Wealth Care has grown to serve families and enterprises around the country from our two office locations in Colorado. Our wealth management team includes (bottom row, left to right) Samantha Stringer, Wealth Management Assistant; Kate Redden, CFP®, ChFC®, CKA®; Parker Inabnet, CFP®; Lianne Nikkel, FPQPtm , Client Service Associate; (top row, left to right) Chad Stevens, Financial Planner Assistant; Danielle Bonilla, Director of Operations; Julie Olander, AAMS®, Wealth Management Assistant; and Tom Williams, CFP®. Each member of the team is dedicated to providing the highest level of personalized service to our clients through a caring, hands-on approach. We desire to build a long term relationship with each of our clients and we come to think of them as extended family!
Understanding the trade-off between seeking higher yields and taking on additional riskRead More