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Investments & Wealth Institute is pleased to announce that:

Samuel P Lee, MSF, CFP ®,CIMA®

Has earned the designation of Certified Investment Management Analyst.

Investments & Wealth Institute authorizes use of the certification mark CIMA® to individuals who have met rigorous experience and ethical requirements, have successfully completed graduate level coursework, and have passed the CIMA Certification Examinations. CIMA designees also agree to meet ongoing continuing education requirements and to uphold the Institute’s Code of Professional Responsibility.

Intrinsic Wealth Management will be hosting a client appreciation dinner June 20th at the Di Pescara in Northbrook Ct, Northbrook 60062. In addition to providing you with our views on the market, we will be talking about ways alternative investments can enhance risk/returns on investment portfolios. Guest speaker Bruce Pomper from Bluerock Capital will be in attendance explaining more on his take on alternative investments.