Investment Management & Planning LLC, a Registered Investment Advisory firm that provides wealth management, fee-based investment advisory services to high net-worth individuals, corporations and related business entities, pension and profit sharing plans, trusts, estates and charitable organizations.Wealth management services are focused on helping our clients create and grow their wealth, protect and preserve their wealth, along with the design and implementation of appropriate planning strategies for most tax-advantaged ways to distribute and transfer their wealth.Minimum account size $500,000.