COGENT WEALTH STRATEGIES THROUGH TRANSPARENCY & INTEGRITY
Impact Wealth Management is an independent financial services and investment management firm. We are neither owned nor employed by any brokerage or other third party financial institution. This means we aren’t exposed to typical conflict of interest inducing dynamics such as meeting sales quotas or pushing proprietary brokerage products. Fiduciary commitment to client goals is sacrosanct.
Your Financial Advocate
Impact Wealth Management works with you in collaborative fashion to help clarify your financial goals, challenges, risks and objectives. The totality of your financial plan, from short term savings/cash flow strategies to long term retirement and estate planning, is managed in conscientious and holistic fashion. We envision our self as both your portfolio manager and personal Chief Financial Officer.