investment management & strategic wealth planning

Independent financial planning firm serving individuals, families, and businesses with a full range of financial, risk-management and insurance service

Our Partners :

Years Experience
0 +
Our goal is to simplify wealth management complexities and offer clear guidance to help you achieve your objectives.

About Us

Our investment management and strategic wealth planning services are meticulously crafted to align perfectly with your financial aspirations and individual circumstances.

We recognize that every client is unique, and thus, our approach is highly personalized. Through a comprehensive understanding of your goals, risk tolerance, and timeline, we develop tailored investment strategies that optimize growth potential while mitigating risks. Our team of seasoned professionals is dedicated to providing transparent and insightful guidance, ensuring that you have the knowledge and support necessary to navigate the complexities of wealth management confidently. Whether you’re aiming to build a robust portfolio, plan for retirement, or achieve any other financial milestone, we are committed to delivering solutions that are right for you.

What We Do

Whether you’re aiming to build a robust portfolio, plan for retirement, or achieve any other financial milestone, we are committed to delivering solutions that are right for you.

Our Process

Introductory Meeting

Identify your goals, priorities, preferences, and establish what you expectations are. 

Exploration & Preliminary Planning

After our first meeting, we'll take a deeper dive into your situation.

Detailed Planning

Delivering an easy-to-follow roadmap that will guide you toward your financial goals.  

Ongoing Support & Advice

We'll be here to adapt your plan so it transitions along with you. 

Our Team

At AIM Wealth Management Group, we expect our team to deliver exceptional client service, financial expertise, and professionalism. Prioritize clients’ needs, maintain high ethical standards, and stay updated on industry trends. Collaborate, innovate, and commit to continuous learning to exceed expectations and build lasting trust-based relationships.

James Curran

Financial Advisor-Owner

Kristin Mendenhall

Admin

Appointment

Contact Us

We’re here to help you achieve your financial goals. Please fill out the form, and one of our Financial Advisors will get back to you shortly.

Let's Talk