Our Firm

Investment Management Associates (IMA) was established in 1989 by William Bowers and other advisors Randy Nelson, Lee McMullen, Russ Hartsough, Steve Gould and a few others that have come and gone over the years. Since then, our business has evolved to more than just investments. With William Bowers retiring in 2024 and all other legacy advisors retiring in the past few years we are proud to introduce our new business name, Legacy Wealth Management.

We want to reassure you that while our name and location have changed, our core values and dedication to serve you remain steadfast. You can expect the same high-quality service you’ve always known us for, now enhanced by the combined strengths of our team to support your future.

Our firm’s mission is to maximize financial wellness to improve quality of life. We are an independent, fiduciary wealth management firm with roots in western Wisconsin. Please reach out to us with questions or inquiries!