Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

<strong>Check out the new way you can register to view your accounts online and enroll in e-delivery!</strong>

Check out the new way you can register to view your accounts online and enroll in e-delivery!

The eQuipt Client Portal provides an intuitive and streamlined user experience when registering for the portal and supports a variety of self-servicing capabilities. Key features include:

  • Simplified online enrollment
  • Enhanced password reset and lockout process
  • Enhanced profile security with 2-Factor Authentication
  • Digital delivery of documents and statements

Start by clicking here

Click here to go to eQuipt
Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Services Offered
Free Life Insurance Quote

Free Life Insurance Quote

Use this site to get a free life insurance quote online!

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Investment Management Associates | Serving the Financial Needs of the Eau Claire Area

It can be incredibly overwhelming to navigate the world of financial planning and investing. Without personalized guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. At Investment Management Associates of Eau Claire, we seek to address this concern by serving as our clients' personal resource. We’ve been serving clients in the Chippewa Valley for over 25 years, have roots in this community, and take pride in helping our neighbors pursue their financial goals.

We are independent financial advisers who assist clients in all stages of life and specialize in comprehensive financial management, investment portfolio management, retirement income planning, insurance analysis, estate planning, and company retirement plans. Our firm's mission is to help our customers to maximize wealth and improve their quality of life.

We can help you create a road map designed to connect today’s reality with tomorrow’s dreams. Our clients include individuals from all walks of life, such as business owners, executives, retirees, and anyone looking for value, depth and range of experience.

Based in Eau Claire, Wisconsin, we work with clients throughout the Chippewa Valley. We invite you to contact us today to learn more about how we can help you pursue your financial goals.

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