More About Us
Inman Wealth Management (IWM), associated with Wells Fargo Advisors Financial Network, was founded in June of 2014 by Managing Principal – Chris Inman, with the mission to help clients reach their financial goals by delivering customized portfolio management, detailed investment planning, and comprehensive wealth management.
Inman Wealth Management believes in customizing client portfolios after in-depth analysis of goals and risk tolerance and offers access to third-party asset managers for institutional and individual clients. IWM also offers portfolios managed by Chris Inman, a certified Professional Investment Management (PIM) Portfolio Manager. Wells Fargo Advisors Financial Network PIM program allows Financial Advisors, after meeting stringent criteria and completing necessary training, to manage client portfolios on a fully discretionary basis and customized approach. Advisory programs may not be appropriate for all clients.
IWM also focuses on providing clients with detailed investment plans. Chris received the (CFP®) Professional designation from the College of Financial Planning in 2004, and by associating with Wells Fargo Advisors Financial Network, IWM can utilize the Envision® planning process. The Envision tool helps to clarify and prioritize client goals so that IWM can create a tailored investment plan for each client. During the planning process IWM gathers a complete view of a client’s total wealth picture, which then allows further discussion of estate planning strategies, education planning, insurance, liability management, and retirement income.
The PIM program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Inman Wealth Management strives to be the premier financial service provider to their clients. In addition to Managing Principal – Chris Inman, the staff includes Jodi Lucus, Operations Manager. Jodi has worked in the financial services industry for over ten years. She holds the Series 7 and 66 securities registrations, and she is in charge of operations and coordinating client service.
Billie Keeslar is a client service associate for IWM. Billie has enjoyed a successful career owning businesses in the cosmetic and television production
MANAGING PRINCIPAL – CHRIS INMAN
Chris Inman was raised in Lake St. Louis, Missouri. He attended the University of Southern Mississippi where he graduated with honors and played on the golf team. Prior to founding Inman Wealth Management, Chris was a Vice President and Senior Portfolio Manager with Morgan Stanley, where he began his financial services career in 2000. Chris is married to Joyce Olewski Inman and they have two daughters.
The first step to understanding the ways Inman Wealth Management can benefit your financial well -being is to set up an initial introductory meeting. This conversation will allow us to learn more about your financial goals, and it will allow you to learn more about our investment philosophies. Our team looks forward to learning more about how we can assist you with reaching your financial goals.