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 your aspirations lead you.

MORE LIVING, MORE GIVING

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.

MORE LIVING, MORE GIVING

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?

STAY ON TOP OF THE LATEST TRENDS AND DEVELOPMENTS

Subscribe to our thought-letter, The Activator, and catch up on back issues.

STAY ON TOP OF THE LATEST TRENDS AND DEVELOPMENTS

Subscribe to our thought-letter, The Activator, 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.

Our unique processes help guide you at each point along your financial journey.

We help keep your priorities on track with your business and your personal goals.

We assist financial professionals who want to create more value for their clients.

We provide specialized expertise to non-profits seeking to improve the consistency and increase the size of major and planned gifts.

GIVE YOUR FRIENDS & FAMILY A COMPLIMENTARY
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.

GIVE YOUR FRIENDS & FAMILY A COMPLIMENTARY
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

33 College Hill Road 
Suite 31A Warwick, RI 02886
P: 401.244.6010

Securities offered through ValMark Securities, Inc., Member FINRA/SIPC. Advisory services offered through ValMark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 · (800) 765-5201. Wealth Impact Partners is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.

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