Impact Wealth Management

Impact Wealth Management is a full-service wealth management practice located in Sacramento, California. The firm employs nine people and generates an annual revenue of $2.5 million. Impact Wealth Management provides comprehensive financial guidance and personalized client experiences to a select group of individuals, families, and owners of closely held businesses. Their services are designed to help clients define and pursue their financial goals, offering expertise in areas such as investment management, financial planning, and retirement planning. The company distinguishes itself through a collaborative approach that emphasizes in-depth discovery, active listening, and the development of tailored financial frameworks. They strive to provide exceptional guidance through a team approach and continuous education, ensuring clients have the support needed at every stage of life. Impact Wealth Management is committed to building lasting relationships by exceeding client expectations in terms of accessibility and responsiveness. For more information or to discuss your financial needs, you can visit their website at mywealthimpact.com.