We listen. We care. We take the time to get it right. We build lasting relationships and unique tailored solutions by putting all of the pieces of your financial puzzle together with our 360o Impact™process.
What is the cost for an initial consult with Impact Wealth?
Free. We make ourselves available for a complimentary one-hour consultation to get to know you, share how we help through our 360o Impact™ process to see if we are a good fit.
What is your investment philosophy?
We believe in controlling the control-ables and building tax-efficient wealth over the long-term. We pop the hood on your investments to see if you you have best-in-class products and if you are on track.
Our ideal clients value our personal, professional advice tailored to their changing needs. They value long-term relationships and keep us informed as their lives unfold to ensure their financial lives keep pace.
We are compensated by the products that are put in place. Our stewardship approach ensures transparency and accountability to the client experience, the cornerstones of long-term relationships. Our goal is to recommend products that are a good fit, to deliver our clients control and flexibility – now and as their lives unfold; this means avoiding the use of ‘locked-in’ investment products where the client is penalized to leave.
We are a good fit primarily for entrepreneurs and families. Many of our clients aspire to a work-optional lifestyle in retirement, want to build a family investment legacy, save for a child’s education or pass a business efficiently from one generation to the next.
We are in independent, family-owned firm; this allows us to select the investment, insurance and group insurance partners and solutions best suited for our clients. Our philosophy is to take a holistic stewardship approach not a quota driven salesmanship one to build long-term relationships.
If you value the service you have received, introduce us to a friend or family member who is anxious about their finances. There is no obligation for them to become a client – we encourage financial education and in helping other make well informed decisions.