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.

To learn more about our Wealth Accumulation & Management team, see www.iwmoregon.com.


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


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


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.


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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