Financial Services · Financial Advisor · Financial consultant · Financial Planner
Investment Planning & Management
Raleigh, North Carolina
Contact Information
Address3101 Industrial Drive Suite 110, Raleigh, North Carolina, 27609
Phone(919) 856-1615
Websiteipmwealth.com/
View on map →About Investment Planning & Management
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.
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 |