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Gary G

Series 65

Fairhope, AL

Impact Partnership Wealth, LLC

Gary Garner is a financial advisor at Impact Partnership Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including Safe Harbor Financial Services and Relax and Retire Financial Services. Outside of advisory work, he is involved in insurance sales through Relax and Retire Financial Services, focusing on products such as annuities, life insurance, and Medicare policies. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing within a discretionary trading framework supported by a third-party services platform.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
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