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Nicholas F

Series 65

West Springfield, MA

Impact Partnership Wealth, LLC

Nicholas Fyntrilakis is a financial advisor at Impact Partnership Wealth, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Foundations Investment Advisors LLC. Outside of his advisory role, he is involved in insurance sales in Massachusetts. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $3 billion. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, operating through a network of nearly 90 advisers and multiple offices.

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

Series 66

West Springfield, MA

Impact Partnership Wealth, LLC

Thomas Jadlos is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC, NYLife Securities LLC, and Vantis Life Insurance Company. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services through a network of about 89 advisers, utilizing a broad ecosystem of affiliated entities and service providers.

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

Series 63, Series 65

West Springfield, MA

Impact Partnership Wealth, LLC

Richard Pelletier is a financial advisor at Impact Partnership Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with FOUNDATIONS INVESTMENT ADVISORS, LLC and HTR Group N.E., LLC. Pelletier also teaches economics, law, and investment courses at local universities and colleges, and co-authors educational material outside of his advisory work. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a multi-team firm with about 89 advisors. The firm employs a range of strategies including model portfolios and discretionary asset management, supported by affiliated entities and service providers.

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