At Wealth Impact Partners, our mission and passion is to help individuals, families and business owners unlock the maximum impact of their financial potential, by planning for a comfortable, secure life for themselves, providing for a thoughtful and truly beneficial family legacy, and in many cases transforming their success into lasting significance through philanthropic giving.
Learn more.
Friends Helping Friends
Click here to see a video and learn about how together we can make a difference and help friends, family and colleagues who have recently lost their jobs or a significant portion of their retirement portfolio.
IN THE NEWS
MetroWest Daily News recently featured Wealth Impact Partners in an article titled
"Planning a Legacy: Wellesley firm helps maximize wealth to help make a difference." Click here to view a pdf reprint of the article.
COMING SOON!
The new Wealth Impact Partners' website is coming soon. We look forward to hearing from you! Please give us a call at 781.489.9800 or
send us an email to request more information.
Wealth Impact Partners
34 Washington St., Suite 205, Wellesley Hills, MA 02481
781.489.9800 - tel • 781.235.1087 - fax
info@wealthimpactpartners.com
Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. Investment advisory services offered through ValMark Advisers, Inc. a SEC registered investment advisor, 130 Springside Dr., Suite 300, Akron, OH 44333-2431, 800-765-5201. Wealth Impact Partners is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc