I.M.S. Wealth Management, LLC

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Client assets under management

$38,320,309

Clients

14% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$684,291

About

I.M.S. Wealth Management provides portfolio management, financial planning, and pension consulting to individuals (including high‑net‑worth clients) and retirement plans. The firm prepares client-specific Investment Policy Statements and offers implementation and ongoing monitoring without an account minimum.

IMS implements client plans primarily on a non‑discretionary basis and documents goals, tax considerations, and risk tolerance in each Investment Policy Statement; the brochure reports $0 in discretionary assets and $38,375,120 in non‑discretionary assets as of December 2025. The firm applies charting, fundamental, technical and cyclical analysis and can use strategies including long and short trading, options writing, margin transactions and ETFs, while custody and account statements are provided through a specified custodian.

Noteworthy for a firm of its size, IMS is affiliated with an accounting/CPA practice whose principal devotes substantial time to that business, a relationship disclosed in the brochure. The combination of that affiliation and the firm’s reliance on client‑directed trading (and a required custodian arrangement) distinguishes its operating model from many peers.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities

Fee options

Fixed

Fixed fees for financial planning between $250 and $1,500

Percentage

$1 - $100,000: 1.50% $100,001 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001+: 0.80%

Project-based

$125 per hour for financial planning services

Main office location

I.M.S. Wealth Management, LLC

359 West 26 Th Street

Erie PA 16508, United States

Number of offices

Most active in

New York · Pennsylvania

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 814-454-1133

Advisors at this firm

William J

Series 63, Series 65

Erie, PA

I.M.S. Wealth Management, LLC

William Johnson is a financial advisor with I.M.S. Wealth Management, LLC in Erie, PA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior work includes eight years at Axa Advisors. Outside of his advisory role, he consults in real estate through William Eric Johnson Consultants. I.M.S. Wealth Management provides portfolio management, financial planning, and pension consulting to individuals and retirement plans, focusing on non-discretionary implementation and client-specific Investment Policy Statements. The firm applies various analytical methods and trading strategies while maintaining a unique affiliation with an accounting/CPA practice.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities

Jeffrey P

Series 63, Series 65

Erie, PA

I.M.S. Wealth Management, LLC

Jeffrey Presogna is a financial advisor at I.M.S. Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with I.M.S. Wealth Management since 2012. In addition to his advisory role, he is the owner and president of Presogna and Company, P.C., a CPA firm specializing in business consulting, tax preparation, and mergers and acquisitions. I.M.S. Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, and retirement plans. The firm primarily implements client plans on a non-discretionary basis and uses a range of analytical techniques and trading strategies tailored to client goals and risk tolerance.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities

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