Our Team

Jeffrey J. Presogna, CPA, CVA is a managing principal and chief compliance officer of I.M.S. Wealth Management, LLC. Jeff is a Certified Public Accountant and a Certified Valuation Analyst. In addition to these credentials Jeff also holds a series of investment and securities licenses and is licensed in real estate. Jeff has provided experienced financial and investment advisory services to individuals and businesses for over 30 years. Jeff is a co-founder of an international mergers and acquisitions group with offices across the US, Canada and Europe. Jeff has co-authored a book and has written and published numerous articles and has been a financial commentator for an NBC affiliate. As a managing principal of the firm Jeff will be involved in all aspects of investment planning for individual and business clients in addition to providing management and consulting services.

Contact Jeffrey at jeffreypresogna@imswealthmanagement.com