Impact Wealth Management, LLC is a Houston-based financial advisory firm that operates under a fee-only model, ensuring its advice is free from conflicts of interest associated with commissions. As a fiduciary, the firm is legally obligated to act in the best interests of its clients. Its core mission is to provide comprehensive wealth management and financial planning services that help clients align their financial resources with their personal values and goals, often with an emphasis on impact investing. The firm serves individuals, families, and business owners by creating customized strategies for investment management, retirement planning, and overall financial well-being.

Founded in

United States