Wealth Accumulation & Management
Our bottom line is your bottom line.
As a fee-only wealth management services provider, our compensation is based entirely on how well our advice helps your portfolio grow. We’re a small and independent Registered Investment Adviser right here in Portland, Oregon. We can provide more personalized service and offer access to a wider array of investment options that are selected for how they are intended to help you, not how they benefit us.
First, we listen. Then we create a wealth management strategy tailored to your needs, your objectives, your risk tolerance, and your time horizon. Regardless of portfolio size, your financial advisor is accessible and responsive, with local accountability right here in Portland, Oregon.
We access the same sophisticated research we use for our corporate retirement plan portfolios to design an investment strategy exclusively for you. We have a big stake in your success—when your portfolio gains in value, we benefit along with you. If it drops in value, we are penalized.
Believe it or not, investment vehicles each have a variety of pricing schemes advisors can choose. At Impact our mantra is to always choose the lowest cost option for you. Lower fees means more money stays invested in your account working for your benefit. Simple as that.
Guided Wealth Portfolios (GWP) is our new automated platform, to build a tailored plan that will help you pursue your retirement goals. It combines the benefits and expertise of Impact Wealth Management along with sophisticated investment technology.
You can learn more about the platform and sign up here: https://www.lplguidedwealth.com/advisor/impactwealthmanagement
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice.
LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.
To learn more about our Wealth Accumulation & Management team, see www.iwmoregon.com.
5441 SW Macadam Ave. Ste 301
Portland, OR 97239
Toll Free: 877-248-0561
Impact Benefits & Retirement © 2017. All Rights Reserved.
Advisory services offered through LPL Financial, member FINRA/SIPC and a registered investment advisor. Investment advice may also be offered through Financial Advocates Advisory Services, a registered investment advisor, DBA Impact Benefits & Retirement and a separate entity from LPL Financial.