Impact Wealth Management

Overview

Impact Wealth Management is an independent RIA organized as a limited liability company that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its client-facing fee model relies on hourly charges and fixed fees rather than asset-based or performance fees. The firm identifies as an active ESG investor, indicating environmental, social, and governance factors play a role in its investment approach. Impact Wealth Management is owned by an individual and does not act as a capital allocator or pension consultant. It is not classified as a multi-state adviser and is not a related adviser to another firm.

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Location & Offices