Impact Wealth
Company

Impact Wealth

Financial Services Boulder, Colorado, United States 13 employees
Employees
13
Contacts
3
Emails
3
Phones
2

Impact Wealth Overview

Headquarters
Boulder, Colorado, United States
Industry
Financial Services
Employees
13
Founded
2012
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Impact Wealth

Strategies to Grow Wealth & Income, Lower Taxes and Reduce Risk. Make a lasting impact on your family and community. Wealth goes far beyond net worth. True wealth is rooted in the abundance of family and friends, the realization of dreams and aspirations, and the creation of a life and legacy that is personally meaningful and significant. Learn more at www.ImpactWealth.com Impact Wealth provides comprehensive wealth management services that simplify your life so that you can focus on the things that matter most. Acting as partners and trusted advisors, we build relationships with our clients and get to know you on a personal level. We offer thoughtful, intelligent counsel and work to develop wealth management solutions tailored to your specific needs and goals. Our Family Endowment Model takes a look at what the most successful endowments have been doing for decades and brings once exclusively institutional asset classes to our clients. This solution seeks to grow investments in bull markets, protect in down markets and generate income in all markets. The goal is to produce a less volatile and more balanced experience for you. We are rethinking wealth management. The industry of today is marked by a complex array of investment choices, an opaque and often inefficient approach to fees, a lack of options for accessing the opportunities available in private markets, and a preference for scale in delivering advice. Impact Wealth grew out of our Co-Founders’ belief that individuals and families deserve better. Securities offered through Madison Avenue Securities, LLC. (MAS), member FINRA & SIPC. Investment Advisory Services offered through Csenge Advisory Group, Inc, a Registered Investment Advisor. Csenge Advisory Group, Inc. and Impact Wealth are not affiliated with MAS. An endowment is a donation of money or property managed by a non-profit organization. It is not intended for individual investors. Any reference to an endowment strategy or model is an endowment.

Impact Wealth Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
2
50.0% coverage

Impact Wealth Org Chart

Sample employees and titles
Name Title Contact
Mathew Teegarden Director of Financial Planning at Impact Wealth
View
Jessica Martin Director of Insurance Operations at Impact Wealth
Email
Jason Weichbrodt, Mba Lower Taxes, Reduce Risk, Maximize Retirement Income
Email Phone
G. Anthony Harrigan Chief Impact Officer at Impact Wealth and 1031group.com. Providing Individuals and Families with Access to Sophisticated Advice, Planning
Email Phone

Employees by Management Level

Director 2 profiles
Executive 1 profile
Individual contributor 1 profile

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