Overview

impact wealth

Information by Research TrustFinance

https://impactwealth.com/

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.

Founded in
Canada

Canada


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service