FINANCIAL PLANNING
ASSET MANAGEMENT
RETIREMENT PLANNING
RISK MANAGEMENT

FIRM INSIGHTS

OUR MISSION

Our goal is simple:
To ethically advise our clients on their affluence, their influence, and ultimately, their legacy.

ABOUT US

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OUR STORY

ICM Private Client Group was born out of a 26-year old firm with over $1 billion of total clients assets. 

With a new, forward-thinking business model, we align the interests of our clients with our advisors and the firm.

FIRM CREDENTIALS

MEET OUR TEAM

From our advisors to our staff to management, we love doing what we do. 

We consistently try to create an entrepreneurial culture that challenges and rewards.
MEET THE REST OF THE TEAM
Check the background of this firm on FINRA’s BrokerCheck
Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRASIPC Investment advisory services offered through SagePoint Financial,Inc., a registered investment advisor. Certain insurance products offered through ICM Private Client Group, Inc. ICM Private Client Group, Inc. is a separate company from SagePoint Financial, Inc. Insurance License Number: 0I92424This communication is strictly intended for individuals residing in the states of AK, AL, AZ, AR, CA, CO, CT, DC, FL, GA, HI,IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC,ND, NE, NH,NJ, NM, NY, NC,ND, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.IMPORTANT CONSUMER INFORMATION:A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
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