investment management & strategic wealth planning
Our Partners :
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
Our Process
Identify your goals, priorities, preferences, and establish what you expectations are.
After our first meeting, we'll take a deeper dive into your situation.
Delivering an easy-to-follow roadmap that will guide you toward your financial goals.
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