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.

  • Personalized Service

    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.

  • Independent Financial Advisors

    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.

  • Lower Costs

    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

    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.

    • Personalized planning, service, and advice: The path to your financial goals is personalized for your specific stage in life, and will change as your life changes. If you ever have any questions, we are only a phone call away.
    • Intuitive, intelligent technology: See your GWP accounts in one place, open new accounts, view your portfolio, and make updates via your personal portal. The technology makes the process fast and easy.
    • Advanced wealth management at a lower cost: We can implement your personal roadmap using proven investment techniques. Receive allocations designed for you and your savings goals, and benefit from trading techniques that may increase diversification and may help reduce taxes.
    • Personalized roadmap: Based on your goals, investing time horizon, and risk preferences, you’ll receive an investment allocation and roadmap designed to help you pursue your objectives. As you get closer to retirement, your allocations will gradually change.

    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.

Perspective

We look at the bigger picture, thinking of our clients’ futures from multiple points of view.

Honesty

Our clients trust us because we always give it to them straight – and we always welcome straight talk back.

Personality

Other firms offer similar packages, services, options and funds, but the person you work with – how they handle themselves, the way they show they care – makes a difference.

Professionalism

When you call, we do

our best to quickly resolve any

issue or question you have. You won’t get caught up in some automated customer service system or process loop – you’ll get someone ready and

able to help.

5441 SW Macadam Ave. Ste 301

Portland, OR 97239

Tel: 503-248-0561

Toll Free: 877-248-0561

Email: info@impactbenefits.com

 

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.

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