Impact Wealth Management Employee Directory

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 an... d 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 clients 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. Exceptional Guidance A team approach and ongoing education allows for innovations and perspective for every stage of life. Lasting Relationships A firm wide commitment to exceeding expectations around accessibility and responsiveness. Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Impact wealth management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Important Information & Disclosures: http://bit.ly/2f98Read More