impact wealth
Information by Research TrustFinance
Impact Wealth is a registered investment adviser (RIA) based in New York and Florida, functioning as a multi-family office. The firm specializes in providing integrated wealth management services, including investment management, financial planning, tax and estate planning, and philanthropic advisory. Its mission is to help high-net-worth families and individuals align their financial resources with their personal values and long-term goals, emphasizing a purpose-driven approach to wealth.
Canada
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial