ICM Private Client Group

Specialties

Our services have been strategically developed into two areas. Chances are you’ll need solutions from both, which is why we deliver custom and personalized plans and portfolios.

Every private client and business client receives a comprehensive financial plan that is specific to their current situation and designed to help achieve their future goals. Our team of wealth advisors and investment managers then go to work on implementing the recommended strategies. But it doesn’t stop there. Many clients have additional needs that are identified in the planning process for legal, tax, and real estate. The list goes on, which is why we continually build upon strategic resources and meet with our clients on a quarterly basis

History

Established in 2014.

Created for you. Built with the foresight and vision for the future.

Not all wealth management and financial services firms are the same. We set out to build a firm that is unique. We were meticulous in our approach and execution in structuring our firm to be a fresh and attractive firm for both clients and advisors alike.

ICM Private Client Group is built to:

Employ talented and experienced advisors

Empower our advisors to take ownership

Eliminate conflicts of interest

Embrace transparency, intimacy and continuity

Encourage an entrepreneurial and collaborative environment

Don’t take our word for it. We want to earn your trust and that begins with our initial client consultation