Impact Wealth Management
Financial Services - Sacramento, California, United States
Impact Wealth Management Employees
Impact Wealth Management Details
We are a full-service wealth management practice comprised of a group of deeply committed professionals who deliver exceptional guidance and a personalized client experience to a select group of individuals, families, and owners of closely held businesses both locally and around the country. Our firm has been serving Northern California families and small business for over 40 years Our mission is to become an essential resource to our clients by helping provide them with the comprehensive knowledge, experience, and services to define and pursue what matters most. Our commitment to this mission is defined by three core principles.Collaborative Approach• In-depth discovery and active listening help us understand each client's goals, priorities, and values.• A financial framework and strategy are developed that illustrates where clients stand today while providing a roadmap to guide them forward.• Clear recommendations that simplify complex issues, spell out options, and help ease decision-making.Exceptional Guidance• A team approach and ongoing education allows for innovations and perspective for every stage of life.• A sophisticated yet understandable investment approach that is risk-managed, disciplined, and is tied to each client's needs stated in their plan.Lasting Relationships• A firm wide commitment to exceeding expectations around accessibility and responsiveness.• Ongoing communication keeps clients informed of their progress and allows us to educate on forward-looking, wealth-related issues.Impact wealth management is not a registered investment advisor and is not owned or operated by Equitable Advisors or EquitableNetwork. Important Information & Disclosures: http://bit.ly/2f98
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