Investment Planning & Management
Contact
- Address
- 3101 Industrial Drive Suite 110, Raleigh, North Carolina, 27609
- Phone
- (919) 856-1615
- Website
- ipmwealth.com/
Business Hours
| Sunday | Closed |
|---|---|
| Monday | 08:30am – 05:00pm |
| Tuesday | 08:30am – 05:00pm |
| Wednesday | 08:30am – 05:00pm |
| Thursday | 08:30am – 05:00pm |
| Friday | 08:30am – 05:00pm |
| Saturday | Closed |
Description
Investment Planning & Management is a premier finance and financial advising firm serving Raleigh, NC, dedicated to helping families maximize the use, enjoyment, and impact of generational wealth. As trusted financial planners, we specialize in working with leading families and family-owned businesses across the country, providing comprehensive investment services tailored to their unique needs. Our expert team offers complex estate and financial planning, ensuring your legacy is protected. We provide strategic business council services and professional money management in public markets, combined with access to sophisticated alternative investments including hedge funds, private equity, and private debt opportunities.