Impact Wealth Group

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

2000 W Commercial Blvd Ste 202, Fort Lau...

Phone Number

(813) 944-8900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Impact Wealth Group

Impact Wealth Group provides asset management services for our clients through an affiliated company IWG Investment Advisors LLC (IWGIA) -- a licensed Registered Investment Advisor with the state of Florida. We have developed a strategy designed to provide a tax-free income in retirement. We call this our Zero Tax Roadmap - a plan using specialized tools and customized investment vehicles with the goal of paying Zero Tax in Retirement. We find that in many cases a properly chosen investment strategy, matched to the specific needs of the client, can maximize income while substantially reducing the risk of financial disaster resulting from exposure to market risk. In all cases we aim to maximize our client's advantages under the current tax code.Explore more
Impact Wealth Group's Social MediaPopular SearchesImpact Wealth Group LLCImpact Wealth GroupIwg Investment Advisors LLCRetirement Income SpecialistsSIC Code 62,628NAICS Code 52,523Show more

Impact Wealth Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Impact Wealth Group

<$5M
1-10
Private
-
-
TC
Tyler ClevelandInvestment Advisor & Representative
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
11-50
Private
-
2015
CA
Cathy AdairDirector, Marketing MBA
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Impact Wealth Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Impact Wealth Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Impact Wealth Group.

Impact Wealth Group Tech Stack

A closer look at the technologies used by Impact Wealth Group

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Frequently Asked Questions Regarding Impact Wealth Group

What is Impact Wealth Group's official website?
Impact Wealth Group's official website is www.iwgadvisors.com
What is Impact Wealth Group's Revenue?
Impact Wealth Group's revenue is <$5 Million
What is Impact Wealth Group's SIC code?
Impact Wealth Group's SIC: 62,628
What is Impact Wealth Group's NAICS code?
Impact Wealth Group's NAICS: 52,523
How many employees does Impact Wealth Group have?
Impact Wealth Group has 1-10 employees
What industry does Impact Wealth Group belong to?
Impact Wealth Group is in the industry of: Finance, Securities Trading
What is Impact Wealth Group competition?
Impact Wealth Group top competitors include: Bayntree Wealth Advisors, Stockade Wealth Management, Goodrich and Associates, The Holland Group
What technology does Impact Wealth Group use?
Some of the popular technologies that Impact Wealth Group uses are: Enom DNS Hosting, YouTube, BBB For Businesses, Vimeo
How do I contact Impact Wealth Group?
Impact Wealth Group contact info: Phone number: (813) 944-8900 Website: www.iwgadvisors.com
What does Impact Wealth Group do?

Impact Wealth Group provides asset management services for our clients through an affiliated company IWG Investment Advisors LLC (IWGIA) -- a licensed Registered Investment Advisor with the state of Florida. We have developed a strategy designed to provide a tax-free income in retirement. We call this our Zero Tax Roadmap - a plan using specialized... tools and customized investment vehicles with the goal of paying Zero Tax in Retirement. We find that in many cases a properly chosen investment strategy, matched to the specific needs of the client, can maximize income while substantially reducing the risk of financial disaster resulting from exposure to market risk. In all cases we aim to maximize our client's advantages under the current tax code.Read More

What are Impact Wealth Group social media links?
Impact Wealth Group Linkedin page Impact Wealth Group Facebook page
Is Impact Wealth Group a public company?
Impact Wealth Group is private company therefore does not currently have an official ticker symbol
See more information about Impact Wealth Group

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