West Springfield, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Impact Partnership Wealth, LLC
Multi-team
Firm-wide stats for Impact Partnership Wealth, LLC
About
Impact Partnership Wealth, LLC provides investment advisory services to individuals (including high-net-worth clients), corporations, trusts and retirement plans, and also acts as a sub-adviser to other registered investment advisers through a TPRIA program. The firm’s offerings include model portfolio solutions, discretionary direct asset management, financial planning, and ERISA 3(21)/3(38) retirement plan services, managing roughly $2.96 billion through a network of about 89 investment adviser representatives and multiple offices.
IPW implements strategies using firm-managed models, third‑party strategists, and advisor‑managed models, exercising discretionary authority for trading, rebalancing and implementation; available strategies include direct indexing, fixed‑income, growth allocations and limited options overlays. The firm and its IARs rely on third‑party operational and compliance platforms—most notably AE Wealth Management for trading, compliance and back‑office support—and require custody relationships with Charles Schwab or Fidelity while allowing clients to impose reasonable investment restrictions.
What is distinctive about IPW is its broad affiliated‑entity and service‑provider ecosystem: the firm operates under common ownership with related broker‑dealers (MAS, AEFS), insurance marketing organizations (Impact, Advisors Excel), affiliated advisers (AEWM, VIP), and uses Market Guard™ as a model signal provider, and these relationships are disclosed as potential conflicts in its brochure. IPW also permits independent IARs to set advisory fees within prescribed ranges and to create advisor‑managed models on the platform, arrangements that can produce variation in fee terms and model selection compared with many peers.
Based on Impact Partnership Wealth, LLC
Expertise
Based on Impact Partnership Wealth, LLC
Location
181 Park Ave, Ste 4
West Springfield MA 01089
Advisors at this office
3
Advisors at this office
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.
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.
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.
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