At Impact Wealth, we are a design firm. Our mission is to help people create, protect, and use wealth to design a better future for their family, their community, and the planet. To do that, we developed our 360° Impact™ process that aligns their goals and values with leading investment, insurance, and employee benefit solutions to get results. Sustainable, responsible investing is at the core of what we do; it’s been that way since day one. Our strategy has proven to both reduce risk and improve long-term performance while making a broader impact. Serving as their personal CFO, or Central Family Office, we future-pace our clients, preparing them for things like retirement or business succession, and make sure they are ready for the unexpected like an accident, illness, or business bankruptcy. Remember, your bank isn’t going to help you protect your home and savings from your bank. We identify gaps clients are often unaware of and offer solutions they may not know exist.
Categories: Financial Services, Insurance