THE VISION THAT DRIVES US

HELPING YOU BRING NEW POSSIBILITY AND PURPOSE INTO VIEW
Success, security, and prosperity are personal rewards we all strive for. While you may see your destination, the steps for getting there are often less obvious. At Wealth Impact Partners, we believe that successfully reaching your goals requires a broad and studied view of your financial landscape, integrated advice, and a customized plan that manages not only the opportunities, but also the risks that you may encounter.

By helping clients gain clarity and confidence, we hope to “activate” their excess wealth and motivate them to discover or affirm their “more that matters.” We do this by helping people dream more, plan better, and take action. We consider our work successful when our clients feel free to live more and give more. This is the vision that drives the mission, values and work of Wealth Impact Partners.

OBJECTIVE ADVICE, COMPREHENSIVE SERVICES
Wealth Impact Partners is independently-owned and is not tied to any one company, product or provider. We guide you according to the priorities you establish and then help you tailor and integrate the right strategies and tools for each phase of your financial life.

Through our independent relationships with Valmark Financial Group, Schwab Institutional, Pershing and others, we have access to some of the top echelon of global resources in our profession. As your personal advocates, we bring together the necessary resources based on your unique needs and deliver them with objectivity and superior personal service.

HOW WE CAN BENEFIT YOU

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Improve Your Lifestyle

We explore income enhancement and expense reduction strategies which may improve your lifestyle and create discretionary income.

Minimize Taxes

We help identify ways to minimize taxes which may free up cash for spending and investments

Reduce Stress

We help organize your financial information which may help reduce uncertainty and stress.

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Protect What Matters

We design risk management strategies to help you protect the people and things that matter to you.

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Wealth Transfer

We work with you and your advisory team to review your estate plan and recommend how you may want to direct the transfer of wealth on your terms.

Stay Focused

We develop, plan, implement and review recommendations to help you stay focused on reaching your goals.

Optimize Your Wealth

We professionally manage customized investment programs to help you optimize your wealth based on your risk tolerance.

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Prioritize Your Goals

We help to define and prioritize your financial goals to articulate your expectations.

Strategy

We help you manage the value of your business interests as well as recommend strategies to help recruit, retain and reward your employees and key executives.

OUR PEOPLE MAKE US WHO WE ARE

At Wealth Impact Partners, you’ll find passionate people from a variety of financial disciplines working together to provide seamless, tax-efficient solutions for managing and preserving your wealth.

OUR CORE TEAM – WEALTH IMPACT PARTNERS

RON WARE, J.D.
CEO / Personal Legacy Advisor

JOSH PROCACCINI
COO / Personal Legacy Advisor

GLENNA MANN
Director of Client Service

RON WARE, J.D.
CEO / Personal Legacy Advisor

JOSH PROCACCINI
COO / Personal Legacy Advisor

GLENNA MANN
Director of Client Service

SARAH PROCACCINI
Executive Assistant

PAUL GUGLIELMO
Planning Analyst

DAN GUGLIELMO, JD
Affiliate Representative

SARAH PROCACCINI
Executive Assistant

PAUL GUGLIELMO
Planning Analyst

DAN GUGLIELMO, JD
Affiliate Representative

STRATEGIC PARTNERS - VALMARK FINANCIAL GROUP

MICHAEL MCCLARY, MBA
Investment Manager

CHRIS FINEFROCK, MBA, CFP®
Wealth Management Specialist

JUDSON FORNER, CFP® CRPC
Retirement Plan Specialist

TOM LOVE, CLU®, FLMI
Life Insurance Analyst

CALEB NITZ, CFP® 
Life Insurance Manager

CHRIS BOTTARO, MBA
Vice President of Insurance Services

TYLER DENHOLM, CFA®
Investment Analyst

JESSICA RORAR, CFP®
Investment Analyst

KRISTEN FINEFROCK
Financial Planning Analyst

PHIL JACKSON, MBA, CLU®
Life Insurance Analyst

PAMELA BANCSI, JD, CFP® 
Vice President of Life Settlements

LAUREN BALLANTINE, FALU
Senior Underwriter

ELIZABETH HUGHES
Underwriter

KYLE LARSEN
Underwriter

GREG REVAK
Investment Analyst

ZACH HURST, CFP®
Investment Analyst

STRATEGIC PARTNERS - BORCHERS TRUST LAW GROUP

TIM BORCHERS, JD
Estate Planner

BEN BYUN, JD
Estate Planner

MARC CUSANO, JD
Estate Planner

TIM BORCHERS, JD
Estate Planner

BEN BYUN, JD
Estate Planner

MARC CUSANO, JD
Estate Planner

PAULA NOLAN
Estate Planning Paralegal

FIONA ESSIEN
Estate Planning Administrator

OUR BACK OFFICE SPECIALISTS

SOME OF THE BRIGHTEST MINDS IN THE BUSINESS WORKING ON YOUR BEHALF

Through our relationship with Valmark Financial Group, we have access to an experienced support team with credentials spanning multiple financial disciplines – from legal, accounting, tax and financial advisory expertise to life insurance, retirement planning and securities. This team of over 100 professionals serves as our back office support staff. A sample representation of the team’s credentials includes:

AN UNDERWRITING ADVOCACY TEAM with several former insurance company underwriting vice presidents, directors and medical directors, a licensed physician, and a staff of case management, business processing and policy service specialists.

PRODUCT / PLANNING SPECIALISTS AND ADVANCED CASE ADVISORS, including a team of attorneys, accountants, MBAs, Certified Financial Planners, Chartered Life Underwriters, and Chartered Financial Consultants, many of whom are FINRA Registered Principals who provide independent assessment and analysis of recommended product sets.

OUR STRATEGIC PARTNERS

GLOBAL RESOURCES DELIVERED WITH CONCIERGE-LEVEL SERVICE

In addition to working closely with our clients’ attorneys and accountants, Wealth Impact Partners maintains independent relationships with some of the industry’s top echelon of global financial resources. By combining these resources with our high level of personal service and expertise, we offer the best of both worlds – institutional quality and selection with concierge-level service and advocacy.

Wealth Impact Partners is a Member Firm of Valmark Financial Group, an exclusive, 54-year-old, invitation-only consortium of independent wealth advisory firms. ValMark employs over 100 professionals who provide a concierge level of support to each Member Firm. Among Valmark's professionals are experts in life insurance and other protection products, medical underwriting, qualified and non-qualified plans, investment analysis and portfolio management, product due diligence and regulatory compliance.

As a Valmark Member Firm, we are able to leverage the specialized expertise of these professionals to help us deliver analysis and recommendations when helping our clients strategically plan their financial futures.

As a collective group, Valmark Member Firms have an estimated $40 billion of life insurance in force and over $12 billion of assets under management. This combined buying power gives us access to some of the nation’s best companies and products and allows us to negotiate favorable arrangements on behalf of our clients.

ValMark Securities, Inc. is a member of FINRA and SIPC, is licensed in all 50 states for securities and insurance and has over 100 independently-owned Member Firms throughout the United States. Its affiliate, ValMark Advisers, Inc., is a Registered Investment Advisor with the SEC. www.valmarkfg.com

Wealth Impact Partners uses several of the industry’s most reputable custodians for administering your investment accounts. Their global resources and state of-the-art technology enable us to provide you with comprehensive tools and accurate, consolidated reporting of your assets and transactions with us.

INSURANCE COMPANY PARTNERS
Through our affiliation with Valmark Financial Group, we maintain strong relationships with many of the industry’s most highly rated life insurance companies. Many of these company relationships span decades which gives us leverage in negotiating favorable arrangements on behalf of our clients. Although we have access to dozens of high quality insurers, our core group of insurance companies includes:

CONTACT US TODAY!

MA OFFICE

Address
Wealth Impact Partners
175 Highland Avenue
Suite 401
Needham, MA 02494

Phone
(781) 489-9800

Email
info@wealthimpactpartners.com

For turn-by-turn directions to our Massachusetts office, please reference the map below.

MA OFFICE

RI OFFICE

Address
Wealth Impact Partners
33 College Hill Road
Suite 31A
Warwick, RI 02886

Phone
(401) 244-6010

Email
info@wealthimpactpartners.com

For turn-by-turn directions to our Rhode Island office, please reference the map below.

RI OFFICE

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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