YOU CAN DO MORE THAT MATTERS
PLANNING AND PROTECTING MORE THAN MONEY
Wealth Impact Partners works with successful individuals and families to help them discover and define their own personal “more that matters.” Through our unique LifePrint™ Planning process, we build and implement strategic and comprehensive wealth plans to help people grow and protect what they have, so they can use it for what they care about most.
As people gain clarity and confidence about what they can do – without adversely impacting their financial independence or family legacy objectives – they are able to live more freely and give more freely, where ever their aspirations lead them.
Read the inspiring stories of people who have found a way to live and give more boldly. We also invite you to share your own experiences.
Read the inspiring stories of people who have found a way to live and give more boldly. We also invite you to share your own experiences.
HELPING YOU BRING NEW POSSIBILITY AND PURPOSE INTO VIEW FOR YOUR LIFE AND LEGACY
No matter where you are in your financial journey, we begin with a conversation about your goals, dreams and concerns. We combine that understanding with reflection and analysis of your situation in order to build an appropriate plan to manage your wealth in each stage of your life –whether you are accumulating wealth for specific goals, deciding how to effectively use your money through your business or during retirement, or seeking to minimize taxes and provide long-term security for your family, business or community. Where are you in your life’s financial journey?
Subscribe to our thought-letter, More That Matters, and catch up on back issues.
Subscribe to our thought-letter, More That Matters, and catch up on back issues.
WHO WE SERVE
At Wealth Impact Partners, we serve successful people who have a strong desire to create more impactful lives and more meaningful legacies, and also have sufficient means to do this. Working with us helps those we serve to navigate their financial complexities, while gaining the clarity and confidence they need to take action and make a worthwhile impact.
SECOND OPINION
If someone you know is in a complex situation or is unhappy with the advice from their financial advisor, contact us for a complimentary second opinion.
SECOND OPINION
If someone you know is in a complex situation or is unhappy with the advice from their financial advisor, contact us for a complimentary second opinion.
THE VISION THAT DRIVES US
We believe that wealth is about so much more than money. It is about relationships, experiences, and the causes we feel passionate about. It’s about each individual’s “more that matters.” We are privileged to serve successful people whose care and compassion extend beyond themselves and their family – people who possess a strong sense of social responsibility and the financial means to make an impact.
IF YOU KNEW YOU COULD DO MORE THAT MATTERS, WOULDN’T YOU?
WEALTH IMPACT IN PRINT
Are you ready to do more that matters? Learn how “living more and giving more” can impact your life and the lives of those around you. Co-authored by Ron Ware, principal and co-founder of Wealth Impact Partners, this inspiring book sheds light on the true meaning of wealth and helps readers understand how they can better align their resources with their passion. You Can Do More That Matters is available through Amazon.com and at www.domorethatmatters.com.
ARE YOU READY TO GET STARTED? CONTACT US TODAY!
Wealth Impact Partners
E: info@wealthimpactpartners.com
175 Highland Avenue
Suite 401 Needham, MA 02494
P: 781.489.9800
1415 W. 22nd Street
Tower Floor, Oak Brook, IL 60523
P: 847.595.1970
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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