Impact Wealth Group

Overview

Impact Wealth Group is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients through a mix of financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its compensation model combines asset-based fees with fixed-fee engagements. Impact Wealth Group acts as a capital allocator, placing client capital with third‑party managers when appropriate, and is affiliated with an insurance company. The firm is not identified as an active ESG investor and does not market itself as a multi‑state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices