he relationship we share with our clients is built over time. It requires a high-level of trust and understanding, and we do not take this responsibility lightly.
At Impact Wealth Advisors, we appreciate that every client is unique. We get to know our clients – listening to their stories and learning what is important to them. By doing so, we develop wealth management strategies that speak to very personal and specific needs.
While everyone who comes through our door is seen as an individual, Impact Wealth Advisors’ clients share some general commonalities:
- They are looking for balanced, objective and innovative wealth management services and solutions.
- They need advisors who can manage a broad and diverse portfolio for the long-term.
- They want more than a money manager – they want a trusted, dedicated partner who will listen, advise and always act in their best interest.
Our clients are smart, talented and successful, but most don’t have the time, expertise or desire to manage their portfolios alone.
Some clients come to us because they feel they are no longer receiving valuable guidance from their current advisor or believe they have simply ‘graduated’ from their advisor’s level of expertise. Others have managed their own portfolios, but are now confronted with the complexity of simultaneously withdrawing from and preserving their assets during retirement. And still others come to us with little experience and have come into wealth suddenly through inheritance, divorce, lottery, sale of a business, or athletic contract.
We are experienced in these situations and can help you.
The types of clients where we can really make an impact are those who have already met with some financial success. While we don’t really have a minimum account size, our capabilities and talents are best suited for those with $1,000,000 or more in investable assets, though most of our clients are between $2,000,000 and $20,000,000 and beyond.
If you believe Impact Wealth Advisors may be a fit for you, please contact us.
