With multi-disciplinary expertise in financial, family legacy and philanthropy planning, Wealth Impact Partners offers an uncommon suite of planning and advisory services for:

 

Individuals, families and business owners

We partner with individuals, families and business owners by providing the clarity and confidence to do what really matters to them. This is achieved through an integrated process that combines deeper, more personalized and written vision planning, with sophisticated but easy-to-understand financial modeling and analysis. The outcome is a higher level of personal involvement in and 'ownership' of the resulting plan design.

Non-profit and charitable organizations

We partner with non-profit and charitable organizations to provide results-oriented endowment development that inspires potential donors to take action. Our “Donor Motivation Program” offers a proven, turnkey process that supports internal organizational development programs, and systematically and predictably cultivates a greater quantity of effective donor conversations rooted in the donor’s hopes, fears and dreams – not the organization's need for a gift!

Financial professionals, investment managers and advisors

We partner with financial professionals, investment managers, and other advisors to help differentiate their services in today’s evolving marketplace. We do this by leveraging the power of family legacy and philanthropy planning to inspire more meaningful conversations and effective outcomes with their clients.