A complete list of active advisors currently associated with Impactful Wealth Solutions

Warmer can help you find a great advisor at Impactful Wealth Solutions or one who fits your needs even better.

Impactful Wealth Solutions offers financial planning, investment management, retirement‑plan services, tax planning and insurance products to individuals, trusts, solopreneurs and small employer benefit plans. The firm’s service menu explicitly includes employee benefit administration and retirement plan setup, and it markets subscription service tiers for individuals, solopreneurs and businesses in addition to asset‑based advisory programs. The firm describes a long‑term, conviction‑oriented investment approach that draws on fundamental, technical and cyclical analysis, and it may engage third‑party managers when appropriate while monitoring those managers on an ongoing basis. Clients receive regular account reviews and reporting, and the firm uses custodial and model‑marketplace services to implement discretionary and non‑discretionary strategies. What is distinctive relative to many peers is the mix of revenue models and services: the brochure discloses both subscription and traditional AUM billing, plus the advisor’s status as an insurance‑licensed agent who may earn commissions on insurance sales while also providing tax preparation and payroll/benefit consulting. The firm also discloses third‑party arrangements — a solicitor relationship with Gradient Investments and use of Altruist’s custodial and model marketplace — and notes the associated fee‑sharing and incentive structures.

To learn more about the advisors currently working at Impactful Wealth Solutions, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.