About Us - Imeson Wealth Partners LLC
At Imeson Wealth Partners LLC, we provide comprehensive financial planning for high-income earners across California who've worked hard to build their wealth and now want to preserve it, grow it efficiently, and use it wisely. We're not stock pickers or insurance salespeople; we're fiduciary advisors who coordinate every aspect of your financial life with one goal: helping you live with confidence and purpose.
Our Story
Imeson Wealth Partners LLC was founded by Garrett Imeson, CFP® in 2024 with a clear mission: to provide successful professionals with financial advice that's as sophisticated as their careers, without the complexity, conflicts of interest, or cookie-cutter solutions that plague the industry.
With over 15 years of experience working with clients from their 20s to their 100s, Garrett specializes in helping high-income Gen X and millennial professionals approaching major transitions. These major transitions often provoke anxiety and questions like, “Am I doing things right? Will I have enough? What happens if things go wrong?”
Answering those questions with clarity, confidence, and data-driven analysis drives everything we do at Imeson Wealth Partners LLC. Based in San Diego at 10960 Ivy Hill Dr. Unit 4, San Diego, CA 92131, we serve clients throughout California and beyond with comprehensive financial planning services. Our approach is personal, transparent, and built on real relationships.
Whether you're navigating employer stock options, coordinating multiple retirement accounts, or planning your exit from the corporate world, we solve the complexities and bring confidence to your decisions.
We specialize in personalized retirement and tax strategies that turn your questions into answers, backed by proper licensing and credentials (FINRA CRD#: 5693946, CA Insurance License #: 0G82492, CFP® Board ID: 256847). These aren't challenges you can solve with a robo-advisor or a sales pitch. They require expertise, empathy, and someone who treats your financial life with the same care you'd expect for family.
What We Do
We offer comprehensive financial planning services that coordinate all aspects of your financial life—from investments and taxes to insurance and estate planning. Think of us as your financial quarterback, ensuring every decision works together toward your goals.
Our Core Services Include:
Retirement Planning
Designing strategies to help you retire with confidence and comfort Our team conducts personalized annual tax reviews that assess income sources, deductions, and investment portfolios, paired with proactive tax forecasting that predicts future liabilities based on income trends and regulation shifts. By reviewing your tax position before each fiscal year closes, we help you identify opportunities to reduce future tax exposure and increase after-tax savings. Clients across San Diego consistently achieve measurable results, lower tax liabilities, stronger compliance, and improved cash flow stability. Partner with Imeson Wealth to help your tax plan stay strategic, responsive, and optimized year after year.
Estate Planning Coordination
Verifying your wealth transfers according to your wishes
Tax Planning & Strategy
Reducing your lifetime tax burden through proactive planning (including our signature Roth conversion strategies at a fraction of competitors' costs)
Risk Management & Insurance Review
Preserving your assets and income from unexpected events
Investment Management
Building tax-efficient, diversified and dynamic portfolios aligned with your risk tolerance and timeline
Cash Flow Management
Balancing today's lifestyle with tomorrow's goals
Social Security Optimization
Enhancing your benefits through strategic claiming strategies
We're independent, fee-based advisors—meaning we're not tied to any financial products or companies. Our only obligation is to you.
Who We Serve
We specialize in working with current and former high-income earners (typically earning $150,000+ annually) between ages 50-70 who are approaching or navigating major life transitions.
You might be:
A corporate executive balancing stock options, deferred comp, and multiple retirement accounts
Self-employed or a business owner who needs help with both personal and business financial planning
Recently retired or planning to retire early and seeking to verify your money will last a longer time horizon
A dual-income household trying to coordinate both partners’ complex finances while preparing for retirement
Sandwiched between generations by supporting your aging parents while funding your kids' education
A professional who values expertise and wants an advisor who can explain complex topics simply and clearly
While we're based in San Diego, we serve clients throughout California and across the country. Whether you prefer in-person meetings or virtual consultations, we make the process convenient and easy.
Our Commitment
At Imeson Wealth Partners LLC, our mission is to help successful professionals preserve what they've built, live with confidence, and give with purpose.
We guide clients with patience, empathy, and clarity, helping them make wise financial decisions that preserve freedom, improve confidence, and create a lasting impact for the people and causes they love.
We live by these values:
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Integrity & Transparency – Honest advice, always
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Empathy & Patience – Understanding your unique story
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Stewardship & Responsibility – Treating your wealth as carefully as our own
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Wisdom Through Simplicity – Cutting through complexity
Service & Connection – Building relationships that last
About Us
Making Retirement Planning Simple, Personal, and Meaningful
At Imeson Wealth Partners, we understand that planning for retirement isn’t just about numbers—it’s about building a future where you can live your life to the fullest.
Whether you’re balancing family obligations, managing a professional career, or dreaming of an adventurous retirement, we’re here to simplify the complexities and create a plan that works for you.
Why I Became a Financial Advisor
Growing up, I’d sit with my dad and pore over the Wall Street Journal’s stock tables, fascinated by the world of investments. I wasn’t exactly Warren Buffett back then, but those early experiences sparked my lifelong passion for problem-solving and helping people make sense of their financial futures.
Over the last 15 years, I’ve worked with clients from their 20s to their 100s and solved for many different financial goals. But my best work happens with high-income Gen X/Y professionals who are approaching retirement and wondering, “Do I have enough?”
I specialize in creating the personalized retirement and tax strategies required to turn your questions into answers.
Find more info on our programs page to understand what our service models look like.
How We Work Together
When you work with us, you’re more than just a client, you’re family. My approach is rooted in honesty, empathy, and clear communication. I know financial planning can feel overwhelming, but my job is to remove as much fear and uncertainty as possible, helping you make informed decisions with confidence.
Together with my incredible assistant, Rox, we make the process simple and stress-free. Rox is the glue of our operations, ensuring everything runs smoothly—from scheduling calls to keeping your accounts organized. We can meet in person or remotely, making it easy to connect wherever you are.
Our Ideal Clients
We specialize in working with people just like you, driven, successful, and ready to take control of their financial futures.
Maybe you’re:
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Balancing caregiving for aging parents while preparing for your kids’ college tuition.
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Self-employed and trying to figure out how to save for retirement.
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Part of a dual-income household, juggling today’s lifestyle with tomorrow’s goals.
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An independent spirit, ready to embrace early retirement and explore the world.
Whatever the case may be, our goal is to meet you where you are, simplify the complexities, and create a roadmap that fits your life.
What Sets Us Apart
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Clarity and Communication: We break down complex topics so you always know where you stand.
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Empathy and Understanding: We treat clients like family, building relationships based on trust and care.
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Customized Strategies: From tax efficiency to investment management, every plan is tailored to your unique goals.
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A Personal Touch: I’m laid-back, approachable, and love a good laugh—but when it comes to your financial future, I’m focused and detail-oriented.
Life Outside the Office
When I’m not guiding clients toward financial freedom, you’ll find me hiking new trails, playing softball, or coaching baseball. I find the most enjoyment out of life when I stay adventurous and open.
Whether it’s going out dancing with my friends or getting outside in nature, I live by the same values I share with my clients: be kind, work to make the world a better place through your talents, plan wisely, and never stop exploring and experiencing life.
What Clients Are Saying
