关于我们
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.
- 网站
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https://www.impactwealth.com
Impact Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Boulder，Colorado
- 类型
- 私人持股
- 创立
- 2012
地点
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主要
获取路线
4770 Baseline Rd
US，Colorado，Boulder，80303
Impact Wealth员工
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Jason Weichbrodt, MBA
Lower Taxes, Reduce Risk, Maximize Retirement Income
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G. Anthony Harrigan
Chief Impact Officer at Impact Wealth and 1031Group.com. Providing individuals and families with access to sophisticated advice, planning…
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Jessica Martin
Director of Insurance Operations at Impact Wealth
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Mathew Teegarden
Director Of Financial Planning at Impact Wealth
动态
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It's always refreshing to exchange ideas and insights that spark creativity and drive. Grateful for the collaboration and energy The Ridgeback Group's team brought to the table for their Everest 2024 meeting. We can't help but reflect on how valuable these connections are as we continue into 2025.
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We had a great time participating at Everest 2024 with The Ridgeback Group!
A different kind of meeting requires a different kind of content. For Everest 2024, we made the conscious decision to turn the majority of our stage time over to producers for something we call Fearless Firm Presentations. Firms were asked to: -Talk about what makes them and their business unique -Share how they quantify success -Explain what they're investing in for the future -And, most important of all, open themselves up for honest feedback, tough questions, and new paths forward. This was the Ridgeback community at its finest. Challenging each other on key issues such as succession and firm valuation, while also sharing resources, identifying blindspots, and just helping each other be better. Thank you to the firms who participated (both from the stage and the audience) and helped prove that a firm-first approach to meeting content can be both valuable and engaging. Here’s a look at a few of these fearless firms in action. We can’t wait to hear from more of you at our next meeting.
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