Overview

Global Impact Wealth Management, LLC

Information by Research TrustFinance

https://globalimpactwm.com/

Global Impact Wealth Management, LLC is a Registered Investment Advisor (RIA) firm based in California. The company provides personalized financial planning and investment management services with a focus on sustainable and impact investing, helping clients align their financial resources with their personal values. As a fee-only firm, they are committed to a fiduciary standard, acting in the best interests of their clients without earning commissions from product sales. Services include retirement planning, investment strategy, portfolio management, and comprehensive wealth management for individuals and families.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service