Services

Global Impact Wealth Management is a full-service financial planning and investment management firm. We serve individuals, families, and Institutions.

 
 

Financial Planning

It all starts with a plan. Research shows that those who have a written plan are significantly more likely to achieve their goals, and reduce financial stress and anxiety.

  • Your plan is personalized and specific to your life, goals, dreams, and values.

  • It is a “living document” in that we will continually update and refer to the plan throughout our partnership.

  • It covers: family, assets, liabilities, insurance, retirement, estate planning, investment management, and college planning.

 
 

Investment Management

Proper management of your investments is a complex process. We take a holistic approach to managing assets factoring in portfolio construction, tax management, and alternative investments. We will work with you so that:

  • You understand all aspects of the portfolio before implementation.

  • The portfolio is properly diversified across multiple asset classes.

  • We invest in a tax-managed manner where possible to enhance overall returns.