Arcon Wealth Management

Arcon Wealth Management d/b/a Impact Investments is an independent, single‑advisor registered investment adviser managing roughly $33.2 million for about 25 clients. The firm provides discretionary portfolio management and financial planning, implementing portfolios with mutual funds, equities, fixed income, ETFs, third‑party managers, REITs and insurance products.

The firm documents client goals and risk tolerance in written Investment Policy Statements and typically manages accounts on a discretionary basis, emphasizing asset allocation as the primary determinant of portfolio returns. Its investment process combines long‑term trading with a mix of fundamental, technical, charting and cyclical analysis and describes a generally passive bias that frequently uses DFA mutual funds.

Notable distinctions include the principal’s licensed insurance activity and the brochure’s disclosure that the firm may recommend commissionable insurance products, a potential conflict that is disclosed to clients. The firm also has an unusual capital arrangement — a convertible note with a client that could convert to a minority (20%) ownership interest under specified conditions — and it regularly serves non‑individual clients such as corporations, trusts and charitable organizations, which is less common for solo independent advisers.